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
351
$21K 0.02%
+200
352
$21K 0.02%
+111
353
$21K 0.02%
+12
354
$20K 0.02%
+633
355
$20K 0.02%
+3,975
356
$20K 0.02%
+370
357
$20K 0.02%
+13
358
$19K 0.01%
+360
359
$19K 0.01%
+500
360
$19K 0.01%
+1,700
361
$18K 0.01%
+600
362
$18K 0.01%
+1,400
363
$18K 0.01%
+70
364
$18K 0.01%
+225
365
$18K 0.01%
+266
366
$18K 0.01%
+121
367
$17K 0.01%
+300
368
$17K 0.01%
+608
369
$16K 0.01%
+60
370
$16K 0.01%
+250
371
$16K 0.01%
+660
372
$16K 0.01%
+300
373
$16K 0.01%
+443
374
$16K 0.01%
+212
375
$16K 0.01%
+500
13 14
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