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
$234M
AUM Growth
+$90.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$8.78M
3
+$7.41M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.19M
5
IAU icon
iShares Gold Trust
IAU
+$5.04M

Top Sells

1
+$410K
2
+$402K
3
+$295K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$276K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$274K

Sector Composition

1 Energy 15.59%
2 Technology 11.21%
3 Financials 6.52%
4 Healthcare 5.6%
5 Industrials 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.78M 0.76%
8,215
+4,331
27
$1.71M 0.73%
16,677
+295
28
$1.67M 0.71%
20,750
+2,221
29
$1.66M 0.71%
8,597
+58
30
$1.62M 0.69%
10,003
+1,221
31
$1.59M 0.68%
32,167
+12,392
32
$1.44M 0.62%
31,934
+24,285
33
$1.41M 0.6%
10,893
+2,841
34
$1.38M 0.59%
22,806
+587
35
$1.38M 0.59%
12,667
+7,846
36
$1.21M 0.52%
6,092
+2,066
37
$1.21M 0.52%
+42,364
38
$1.18M 0.51%
29,907
+4,821
39
$1.12M 0.48%
3,878
+2,003
40
$1.09M 0.46%
6,416
+3,594
41
$1.06M 0.46%
+23,636
42
$1.06M 0.45%
+5,967
43
$1.04M 0.45%
8,020
+5,701
44
$997K 0.43%
5,849
-359
45
$988K 0.42%
4,003
+101
46
$979K 0.42%
+20,369
47
$972K 0.42%
28,522
+282
48
$970K 0.42%
6,536
+49
49
$968K 0.41%
10,496
+5,154
50
$953K 0.41%
74,900
1
2
3 4 5