MWA

Meridian Wealth Advisors Portfolio holdings

AUM $704M
1-Year Est. Return 13.14%
This Quarter Est. Return
1 Year Est. Return
+13.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$5.45M
3
+$4.41M
4
MSFT icon
Microsoft
MSFT
+$3.57M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.17M

Top Sells

No sells this quarter

Sector Composition

1 Energy 26.98%
2 Technology 9.82%
3 Financials 8.76%
4 Healthcare 7.97%
5 Industrials 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$27K 0.02%
+360
327
$27K 0.02%
+179
328
$27K 0.02%
+411
329
$26K 0.02%
+500
330
$26K 0.02%
+681
331
$26K 0.02%
+11,250
332
$26K 0.02%
+533
333
$26K 0.02%
+250
334
$25K 0.02%
+246
335
$25K 0.02%
+992
336
$25K 0.02%
+1,125
337
$24K 0.02%
+215
338
$24K 0.02%
+288
339
$24K 0.02%
+547
340
$24K 0.02%
+500
341
$24K 0.02%
+324
342
$23K 0.02%
+100
343
$23K 0.02%
+1,000
344
$23K 0.02%
+145
345
$22K 0.02%
+246
346
$22K 0.02%
+380
347
$22K 0.02%
+1,200
348
$22K 0.02%
+1,122
349
$22K 0.02%
+500
350
$21K 0.02%
+100
12 13
14
15 16