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
451
$1K ﹤0.01%
+100
452
$1K ﹤0.01%
+28
453
$1K ﹤0.01%
+23
454
$0 ﹤0.01%
+12
455
$0 ﹤0.01%
+4
456
$0 ﹤0.01%
+1
457
$0 ﹤0.01%
+115
458
$0 ﹤0.01%
+1
459
$0 ﹤0.01%
+6
460
$0 ﹤0.01%
+2
461
$0 ﹤0.01%
+10
462
$0 ﹤0.01%
+194