MWA

Meridian Wealth Advisors Portfolio holdings

AUM $722M
1-Year Est. Return 16.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$722M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$8.8M
3
+$5.36M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$4.94M
5
MS icon
Morgan Stanley
MS
+$4.16M

Top Sells

1
+$14.7M
2
+$3.66M
3
+$3.59M
4
ADBE icon
Adobe
ADBE
+$2.84M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.72M

Sector Composition

1 Technology 15.01%
2 Financials 8.69%
3 Energy 7.88%
4 Healthcare 5.13%
5 Consumer Discretionary 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SDY icon
26
State Street SPDR S&P Dividend ETF
SDY
$21.1B
$6.95M 0.96%
49,950
+2,788
LLY icon
27
Eli Lilly
LLY
$828B
$6.85M 0.95%
6,374
-74
BRK.B icon
28
Berkshire Hathaway Class B
BRK.B
$1.02T
$6.76M 0.94%
13,439
-1,084
AVGO icon
29
Broadcom
AVGO
$1.92T
$6.48M 0.9%
18,736
-1,338
META icon
30
Meta Platforms (Facebook)
META
$1.74T
$6.41M 0.89%
9,715
-717
AMD icon
31
Advanced Micro Devices
AMD
$454B
$6.27M 0.87%
29,295
-4,673
SPGI icon
32
S&P Global
SPGI
$131B
$6.12M 0.85%
11,712
-397
ORLY icon
33
O'Reilly Automotive
ORLY
$78.4B
$6.1M 0.85%
66,907
-5,584
MCK icon
34
McKesson
MCK
$106B
$5.91M 0.82%
7,203
-82
UNP icon
35
Union Pacific
UNP
$149B
$5.84M 0.81%
25,229
-69
HD icon
36
Home Depot
HD
$348B
$5.7M 0.79%
16,572
-733
MRK icon
37
Merck
MRK
$294B
$5.7M 0.79%
54,154
-310
GOOG icon
38
Alphabet (Google) Class C
GOOG
$4.11T
$5.64M 0.78%
17,968
-893
XLK icon
39
State Street Technology Select Sector SPDR ETF
XLK
$98.6B
$5.64M 0.78%
39,150
-208
ALL icon
40
Allstate
ALL
$55.8B
$5.59M 0.77%
26,859
-1,145
CRM icon
41
Salesforce
CRM
$168B
$5.38M 0.75%
20,321
-827
IVW icon
42
iShares S&P 500 Growth ETF
IVW
$69.2B
$5.15M 0.71%
41,804
+57
NXPI icon
43
NXP Semiconductors
NXPI
$54.6B
$4.72M 0.65%
21,745
+840
MMM icon
44
3M
MMM
$80.7B
$4.49M 0.62%
28,053
+473
MS icon
45
Morgan Stanley
MS
$298B
$4.43M 0.61%
+24,959
IQV icon
46
IQVIA
IQV
$29.6B
$4.11M 0.57%
18,244
+395
MPC icon
47
Marathon Petroleum
MPC
$62.9B
$4.03M 0.56%
24,788
-1,176
DIVO icon
48
Amplify CWP Enhanced Dividend Income ETF
DIVO
$6.89B
$4.03M 0.56%
90,525
+27,985
UNH icon
49
UnitedHealth
UNH
$295B
$3.76M 0.52%
11,379
-1,365
TT icon
50
Trane Technologies
TT
$105B
$3.72M 0.52%
9,557
-1,593
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