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
$143M
AUM Growth
+$6.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$508K
2
+$499K
3
+$428K
4
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$294K
5
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$238K

Top Sells

1
+$1.11M
2
+$932K
3
+$544K
4
KRP icon
Kimbell Royalty Partners
KRP
+$421K
5
ABBV icon
AbbVie
ABBV
+$420K

Sector Composition

1 Energy 27.02%
2 Technology 9.94%
3 Financials 8.13%
4 Healthcare 6.54%
5 Industrials 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.11M 0.78%
19,775
-142
27
$1.08M 0.75%
3,884
+824
28
$1.08M 0.75%
36,987
+3,128
29
$1.05M 0.73%
18,554
30
$1.03M 0.72%
6,208
+213
31
$987K 0.69%
6,487
-13
32
$973K 0.68%
3,902
+20
33
$961K 0.67%
9,186
+256
34
$956K 0.67%
74,900
35
$927K 0.65%
25,086
-2,088
36
– –
0
37
$810K 0.57%
28,140
+180
38
$809K 0.56%
5,365
+19
39
$803K 0.56%
9,374
+168
40
$799K 0.56%
6,277
+32
41
$755K 0.53%
4,026
-46
42
$704K 0.49%
16,880
-1,324
43
$686K 0.48%
11,520
-100
44
$656K 0.46%
11,800
+4,180
45
$644K 0.45%
4,000
-197
46
$634K 0.44%
11,244
+142
47
$625K 0.44%
12,640
48
$609K 0.42%
3,412
+74
49
$596K 0.42%
3,790
+123
50
$576K 0.4%
3,310
+1,030
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2
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