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
$274M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$1.71M
3
+$1.33M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.31M
5
IAU icon
iShares Gold Trust
IAU
+$1.26M

Top Sells

1
+$917K
2
+$722K
3
+$670K
4
GLD icon
SPDR Gold Trust
GLD
+$597K
5
MDT icon
Medtronic
MDT
+$589K

Sector Composition

1 Technology 15.31%
2 Financials 7.44%
3 Energy 7.43%
4 Healthcare 6.22%
5 Consumer Discretionary 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.15M 0.78%
70,760
27
$2.13M 0.78%
70,085
+7,079
28
$2.06M 0.75%
9,238
+750
29
$1.96M 0.72%
25,150
+2,742
30
$1.92M 0.7%
5,103
+502
31
$1.81M 0.66%
42,377
+292
32
$1.75M 0.64%
9,829
-3,350
33
$1.75M 0.64%
8,440
+2,964
34
$1.71M 0.63%
6,435
+748
35
$1.71M 0.62%
38,990
+8,590
36
$1.7M 0.62%
28,990
-569
37
$1.67M 0.61%
6,938
+139
38
$1.67M 0.61%
13,860
+2,276
39
$1.66M 0.6%
34,458
+117
40
$1.65M 0.6%
3,293
+345
41
$1.63M 0.59%
31,004
+2,772
42
$1.62M 0.59%
102,750
43
$1.61M 0.59%
10,230
-579
44
$1.59M 0.58%
10,105
-17
45
$1.59M 0.58%
13,789
+2,279
46
$1.5M 0.55%
23,508
+100
47
$1.43M 0.52%
6,708
-99
48
$1.37M 0.5%
12,439
+3,117
49
$1.32M 0.48%
43,905
+6,225
50
$1.31M 0.48%
+16,502
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