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
$137M
AUM Growth
+$6.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$4.9M
3
+$4.76M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$2.15M
5
PTMC icon
Pacer Trendpilot US Mid Cap ETF
PTMC
+$1.03M

Top Sells

1
+$2.38M
2
+$2.3M
3
+$1.31M
4
EPD icon
Enterprise Products Partners
EPD
+$913K
5
AMLP icon
Alerian MLP ETF
AMLP
+$769K

Sector Composition

1 Energy 29.21%
2 Technology 9.46%
3 Financials 7.69%
4 Healthcare 6.81%
5 Industrials 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.07M 0.78%
19,917
-180
27
$1.03M 0.75%
6,500
+340
28
$1.03M 0.75%
+33,859
29
$995K 0.73%
18,554
-2,625
30
$946K 0.69%
3,882
+102
31
– –
-10,500
32
$928K 0.68%
74,900
33
$883K 0.64%
27,174
+465
34
$842K 0.61%
5,995
-195
35
$841K 0.61%
8,930
+770
36
$841K 0.61%
27,960
+2,850
37
$781K 0.57%
44,658
38
$757K 0.55%
3,060
+1,126
39
$749K 0.55%
5,346
-755
40
$744K 0.54%
18,204
-56,290
41
$742K 0.54%
9,206
-160
42
$693K 0.51%
3,987
43
$684K 0.5%
11,620
+580
44
$674K 0.49%
4,072
+730
45
$674K 0.49%
6,245
+741
46
$664K 0.48%
11,102
+1,093
47
$604K 0.44%
4,197
+482
48
$602K 0.44%
12,640
49
$559K 0.41%
1,979
-1,641
50
$555K 0.4%
3,667
-3,645
1
2
3 4 5