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
$137M
AUM Growth
+$6.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$4.9M
3
+$4.76M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$2.15M
5
PTMC icon
Pacer Trendpilot US Mid Cap ETF
PTMC
+$1.03M

Top Sells

1
+$2.38M
2
+$2.3M
3
+$1.31M
4
EPD icon
Enterprise Products Partners
EPD
+$913K
5
AMLP icon
Alerian MLP ETF
AMLP
+$769K

Sector Composition

1 Energy 29.21%
2 Technology 9.46%
3 Financials 7.69%
4 Healthcare 6.81%
5 Industrials 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
– –
-600
402
– –
-2,007
403
– –
-1,265
404
– –
-1,399
405
– –
-60
406
– –
-75
407
– –
-600
408
– –
-899
409
– –
-6,383
410
– –
-1,431
411
– –
-1,000
412
– –
-576
413
– –
-250
414
– –
-250
415
– –
-1,776
416
– –
-100
417
– –
-7,500
418
– –
-6,300
419
– –
-682
420
– –
-1,262
421
– –
-3,245
422
– –
-1,435
423
– –
-80
424
– –
-660
425
– –
-2,406
15 16
17
18 19