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
$254M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.02M
3
+$1.01M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$558K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$529K

Top Sells

1
+$2.59M
2
+$303K
3
+$259K
4
SM icon
SM Energy
SM
+$251K
5
JPM icon
JPMorgan Chase
JPM
+$225K

Sector Composition

1 Energy 14.59%
2 Technology 11.11%
3 Financials 6.52%
4 Healthcare 5.89%
5 Industrials 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.29M 0.9%
12,213
-160
27
$2.07M 0.82%
8,597
28
$1.79M 0.7%
16,607
-70
29
$1.78M 0.7%
20,467
-283
30
$1.75M 0.69%
9,659
-344
31
$1.55M 0.61%
10,655
-238
32
$1.43M 0.56%
31,829
-105
33
$1.41M 0.56%
12,420
-247
34
$1.37M 0.54%
22,379
-427
35
$1.28M 0.51%
26,761
-5,406
36
$1.24M 0.49%
5,989
-103
37
$1.23M 0.49%
6,003
+36
38
$1.22M 0.48%
43,374
+1,010
39
$1.22M 0.48%
30,681
+774
40
$1.19M 0.47%
8,244
+224
41
$1.16M 0.46%
3,931
+53
42
$1.14M 0.45%
23,636
43
$1.1M 0.43%
6,238
-178
44
$1.1M 0.43%
6,771
+235
45
$1.04M 0.41%
28,101
-421
46
$1.02M 0.4%
74,900
47
$1.02M 0.4%
3,085
-52
48
$1.01M 0.4%
16,881
-413
49
$979K 0.39%
10,336
-145
50
$975K 0.38%
10,530
+34
1
2
3 4 5