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
$181M
AUM Growth
-$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$1.61M
3
+$1.38M
4
ACC
American Campus Communities, Inc.
ACC
+$697K
5
GLD icon
SPDR Gold Trust
GLD
+$640K

Top Sells

1
+$4.58M
2
+$3.92M
3
+$3.47M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.93M
5
IAU icon
iShares Gold Trust
IAU
+$2.75M

Sector Composition

1 Technology 11.43%
2 Energy 10.54%
3 Financials 6.82%
4 Healthcare 6.12%
5 Consumer Discretionary 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.58M 0.88%
65,385
-50,232
27
$1.5M 0.83%
18,787
+2,180
28
$1.45M 0.8%
19,783
-684
29
$1.4M 0.77%
10,660
+5
30
$1.24M 0.69%
8,802
-857
31
$1.22M 0.67%
43,766
+25,113
32
$1.2M 0.66%
22,373
-6
33
$1.13M 0.63%
6,781
+778
34
$1.13M 0.62%
29,838
-843
35
$1.05M 0.58%
3,683
-248
36
$1.04M 0.58%
7,054
+4,322
37
$1.02M 0.56%
26,008
-753
38
$1.01M 0.56%
6,728
+2,829
39
$988K 0.55%
3,105
+20
40
$962K 0.53%
23,308
-328
41
$918K 0.51%
26,699
-5,130
42
$901K 0.5%
6,255
-516
43
$882K 0.49%
28,476
+375
44
$857K 0.47%
9,508
-2,912
45
$829K 0.46%
84,900
+10,000
46
$819K 0.45%
10,547
+211
47
$800K 0.44%
2,361
+105
48
$793K 0.44%
4,974
-1,015
49
$774K 0.43%
7,272
-27,515
50
$738K 0.41%
3,292
-321
1
2
3 4 5