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
$704M
AUM Growth
+$71.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$7.62M
2
+$4.1M
3
+$3.35M
4
IAU icon
iShares Gold Trust
IAU
+$2.58M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$2.36M

Top Sells

1
+$397K
2
+$322K
3
+$313K
4
ARCC icon
Ares Capital
ARCC
+$296K
5
DIS icon
Walt Disney
DIS
+$262K

Sector Composition

1 Technology 16.14%
2 Energy 10.5%
3 Financials 8.64%
4 Consumer Discretionary 4.92%
5 Healthcare 4.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IWF icon
26
iShares Russell 1000 Growth ETF
IWF
$122B
$7.27M 1.03%
15,520
+8,752
HD icon
27
Home Depot
HD
$355B
$7.01M 1%
17,305
+175
WMT icon
28
Walmart Inc. Common Stock
WMT
$922B
$6.83M 0.97%
66,238
+2,804
AVGO icon
29
Broadcom
AVGO
$1.54T
$6.62M 0.94%
20,074
-1,203
SDY icon
30
State Street SPDR S&P Dividend ETF
SDY
$20.2B
$6.61M 0.94%
47,162
+16,824
ALL icon
31
Allstate
ALL
$54.8B
$6.01M 0.85%
28,004
+101
UNP icon
32
Union Pacific
UNP
$140B
$5.98M 0.85%
25,298
+514
SPGI icon
33
S&P Global
SPGI
$151B
$5.89M 0.84%
12,109
+96
MCK icon
34
McKesson
MCK
$100B
$5.63M 0.8%
7,285
+182
XLK icon
35
State Street Technology Select Sector SPDR ETF
XLK
$90.2B
$5.55M 0.79%
19,679
-75
AMD icon
36
Advanced Micro Devices
AMD
$323B
$5.5M 0.78%
33,968
+869
IVW icon
37
iShares S&P 500 Growth ETF
IVW
$64.7B
$5.04M 0.72%
41,747
+17,896
CRM icon
38
Salesforce
CRM
$242B
$5.01M 0.71%
21,148
+293
MPC icon
39
Marathon Petroleum
MPC
$53.1B
$5M 0.71%
25,964
+263
LLY icon
40
Eli Lilly
LLY
$932B
$4.92M 0.7%
6,448
+68
NXPI icon
41
NXP Semiconductors
NXPI
$57.8B
$4.76M 0.68%
20,905
+1,690
TT icon
42
Trane Technologies
TT
$84.8B
$4.71M 0.67%
11,150
-44
O icon
43
Realty Income
O
$53.1B
$4.65M 0.66%
76,545
+4,247
GOOG icon
44
Alphabet (Google) Class C
GOOG
$3.6T
$4.59M 0.65%
18,861
+793
MRK icon
45
Merck
MRK
$246B
$4.57M 0.65%
54,464
+1,437
UNH icon
46
UnitedHealth
UNH
$300B
$4.4M 0.62%
12,744
-617
MMM icon
47
3M
MMM
$86.1B
$4.28M 0.61%
27,580
+2,377
APD icon
48
Air Products & Chemicals
APD
$54.8B
$3.75M 0.53%
13,765
+713
ADBE icon
49
Adobe
ADBE
$148B
$3.6M 0.51%
10,214
+139
FISV
50
Fiserv Inc
FISV
$36.8B
$3.59M 0.51%
27,864
+695
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