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
$216M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$862K
3
+$802K
4
DHR icon
Danaher
DHR
+$717K
5
UNH icon
UnitedHealth
UNH
+$627K

Top Sells

1
+$11.6M
2
+$1.37M
3
+$515K
4
PFE icon
Pfizer
PFE
+$411K
5
MNRL
Brigham Minerals, Inc. Class A Common Stock
MNRL
+$282K

Sector Composition

1 Technology 12.67%
2 Energy 10.6%
3 Financials 6.86%
4 Healthcare 6.75%
5 Consumer Discretionary 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.73M 0.8%
62,836
-2,549
27
$1.67M 0.77%
18,323
-464
28
$1.59M 0.74%
8,507
+2,252
29
$1.58M 0.73%
9,650
-35
30
$1.57M 0.72%
28,415
+6,042
31
$1.56M 0.72%
21,175
+1,392
32
$1.52M 0.7%
43,593
-173
33
$1.51M 0.7%
8,917
+115
34
$1.47M 0.68%
36,804
+6,966
35
$1.44M 0.66%
8,589
+1,535
36
$1.38M 0.64%
9,791
-869
37
$1.34M 0.62%
28,776
+2,768
38
$1.31M 0.61%
4,331
+648
39
$1.29M 0.6%
6,728
40
$1.26M 0.58%
2,907
-198
41
$1.21M 0.56%
23,356
+48
42
$1.18M 0.55%
30,307
+3,608
43
$1.17M 0.54%
12,774
+3,266
44
$1.05M 0.49%
84,900
45
$997K 0.46%
35,475
+5,460
46
$964K 0.45%
30,550
+4,850
47
$959K 0.44%
2,628
+267
48
$954K 0.44%
5,054
+80
49
$950K 0.44%
7,255
-17
50
$946K 0.44%
10,819
+272
1
2
3 4 5