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
26
$957K 0.73%
+7,312
27
$913K 0.7%
+37,140
28
$905K 0.69%
+3,620
29
$885K 0.68%
+6,406
30
$871K 0.67%
+20,097
31
$844K 0.65%
+6,160
32
$831K 0.64%
+3,780
33
$829K 0.64%
+26,709
34
$793K 0.61%
+74,900
35
$788K 0.61%
+6,101
36
$769K 0.59%
+17,606
37
$712K 0.55%
+6,190
38
$691K 0.53%
+44,658
39
$674K 0.52%
+8,160
40
$643K 0.49%
+9,366
41
$638K 0.49%
+25,110
42
$635K 0.49%
+3,987
43
$606K 0.47%
+12,459
44
$591K 0.45%
+10,009
45
$577K 0.44%
+11,040
46
$575K 0.44%
+5,182
47
$505K 0.39%
+12,640
48
$505K 0.39%
+22,020
49
$502K 0.39%
+5,504
50
$500K 0.38%
+7,977
1
2
3 4 5