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
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