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
$233M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$3.8M
3
+$1.71M
4
GLD icon
SPDR Gold Trust
GLD
+$813K
5
VUG icon
Vanguard Growth ETF
VUG
+$727K

Top Sells

1
+$3.63M
2
+$2.68M
3
+$1.86M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$909K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$565K

Sector Composition

1 Technology 14.96%
2 Healthcare 6.96%
3 Financials 6.75%
4 Energy 6.74%
5 Consumer Discretionary 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.81M 0.78%
9,187
+270
27
$1.77M 0.76%
22,408
+1,233
28
$1.76M 0.76%
29,559
+1,144
29
$1.74M 0.75%
63,006
+170
30
$1.73M 0.75%
18,766
+443
31
$1.71M 0.73%
70,760
-4,586
32
$1.65M 0.71%
10,122
+472
33
$1.63M 0.7%
4,601
+270
34
$1.61M 0.69%
10,809
+1,018
35
$1.6M 0.69%
34,341
-2,463
36
$1.48M 0.63%
6,799
+71
37
$1.47M 0.63%
42,085
-1,508
38
$1.45M 0.62%
2,948
+41
39
$1.38M 0.59%
102,750
+17,850
40
$1.35M 0.58%
23,408
+52
41
$1.31M 0.56%
28,232
-2,075
42
$1.27M 0.55%
12,248
-526
43
$1.24M 0.53%
5,687
+633
44
$1.18M 0.51%
11,584
+765
45
$1.16M 0.5%
37,680
+2,205
46
$1.15M 0.5%
11,510
+2,121
47
$1.12M 0.48%
6,807
+340
48
$1.11M 0.48%
30,400
-150
49
$1.07M 0.46%
3,605
+71
50
$1.02M 0.44%
2,659
+31
1
2
3 4 5