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
426
$6K ﹤0.01%
+625
427
$6K ﹤0.01%
+124
428
$5K ﹤0.01%
+150
429
$5K ﹤0.01%
+100
430
$5K ﹤0.01%
+300
431
$4K ﹤0.01%
+500
432
$4K ﹤0.01%
+95
433
$4K ﹤0.01%
+9
434
$4K ﹤0.01%
+3,000
435
$4K ﹤0.01%
+200
436
$3K ﹤0.01%
+213
437
$3K ﹤0.01%
+253
438
$3K ﹤0.01%
+300
439
$2K ﹤0.01%
+60
440
$2K ﹤0.01%
+250
441
$2K ﹤0.01%
+80
442
$2K ﹤0.01%
+75
443
$2K ﹤0.01%
+50
444
$2K ﹤0.01%
+4,000
445
$2K ﹤0.01%
+96
446
$1K ﹤0.01%
+68
447
$1K ﹤0.01%
+110
448
$1K ﹤0.01%
+18
449
$1K ﹤0.01%
+21
450
$1K ﹤0.01%
+8
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