MWA

Meridian Wealth Advisors Portfolio holdings

AUM $756M
1-Year Est. Return 21.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$756M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$6.8M
2
+$5.04M
3
+$3.72M
4
NFLX icon
Netflix
NFLX
+$3.13M
5
HON icon
Honeywell
HON
+$3.02M

Top Sells

1
+$3.73M
2
+$3.36M
3
+$3.29M
4
CRM icon
Salesforce
CRM
+$3.12M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.99M

Sector Composition

1 Technology 13.16%
2 Energy 10.6%
3 Financials 8.05%
4 Healthcare 4.47%
5 Consumer Discretionary 4.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TCBX icon
26
Third Coast Bancshares
TCBX
$633M
$7.22M 0.95%
190,792
+171,910
AVGO icon
27
Broadcom
AVGO
$2.28T
$6.4M 0.85%
20,668
+1,932
BRK.B icon
28
Berkshire Hathaway Class B
BRK.B
$1.02T
$6.34M 0.84%
13,233
-206
V icon
29
Visa
V
$603B
$6.3M 0.83%
20,853
-5,193
MPC icon
30
Marathon Petroleum
MPC
$76.8B
$5.97M 0.79%
24,430
-358
SPGI icon
31
S&P Global
SPGI
$124B
$5.81M 0.77%
13,655
+1,943
HD icon
32
Home Depot
HD
$311B
$5.79M 0.77%
17,612
+1,040
ORLY icon
33
O'Reilly Automotive
ORLY
$71.5B
$5.73M 0.76%
62,074
-4,833
LLY icon
34
Eli Lilly
LLY
$949B
$5.73M 0.76%
6,229
-145
MCK icon
35
McKesson
MCK
$88.6B
$5.54M 0.73%
6,400
-803
AMD icon
36
Advanced Micro Devices
AMD
$850B
$5.39M 0.71%
26,473
-2,822
ALL icon
37
Allstate
ALL
$54.2B
$5.24M 0.69%
25,288
-1,571
GOOG icon
38
Alphabet (Google) Class C
GOOG
$4.34T
$5.11M 0.68%
17,803
-165
META icon
39
Meta Platforms (Facebook)
META
$1.52T
$5.1M 0.67%
8,906
-809
IVW icon
40
iShares S&P 500 Growth ETF
IVW
$76.9B
$4.74M 0.63%
41,924
+120
DIVO icon
41
Amplify CWP Enhanced Dividend Income ETF
DIVO
$7.12B
$4.73M 0.63%
105,422
+14,897
XLK icon
42
State Street Technology Select Sector SPDR ETF
XLK
$129B
$4.6M 0.61%
34,601
-4,549
HON icon
43
Honeywell
HON
$149B
$4.47M 0.59%
19,766
+13,215
IQV icon
44
IQVIA
IQV
$30.1B
$4.11M 0.54%
24,093
+5,849
TT icon
45
Trane Technologies
TT
$101B
$3.62M 0.48%
8,681
-876
KO icon
46
Coca-Cola
KO
$337B
$3.59M 0.47%
47,164
+5,897
MS icon
47
Morgan Stanley
MS
$339B
$3.58M 0.47%
21,745
-3,214
NFLX icon
48
Netflix
NFLX
$351B
$3.41M 0.45%
+35,486
APD icon
49
Air Products & Chemicals
APD
$62.2B
$3.29M 0.44%
11,329
+2,332
PANW icon
50
Palo Alto Networks
PANW
$241B
$3.28M 0.43%
20,456
+8,742
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