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
376
$15K 0.01%
+1,226
377
$15K 0.01%
+250
378
$15K 0.01%
+126
379
$15K 0.01%
+1,000
380
$14K 0.01%
+1,000
381
$14K 0.01%
+120
382
$14K 0.01%
+1,000
383
$13K 0.01%
+350
384
$13K 0.01%
+500
385
$13K 0.01%
+320
386
$13K 0.01%
+110
387
$13K 0.01%
+200
388
$13K 0.01%
+467
389
$12K 0.01%
+446
390
$12K 0.01%
+78
391
$12K 0.01%
+430
392
$12K 0.01%
+53
393
$12K 0.01%
+603
394
$12K 0.01%
+500
395
$11K 0.01%
+340
396
$11K 0.01%
+400
397
$11K 0.01%
+86
398
$11K 0.01%
+2,900
399
$11K 0.01%
+320
400
$10K 0.01%
+125
14 15
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