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
$301M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$991K
3
+$987K
4
CVX icon
Chevron
CVX
+$906K
5
GM icon
General Motors
GM
+$755K

Top Sells

1
+$940K
2
+$835K
3
+$695K
4
META icon
Meta Platforms (Facebook)
META
+$651K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$471K

Sector Composition

1 Technology 13.81%
2 Energy 10.19%
3 Financials 8.23%
4 Healthcare 6.03%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.38M 0.79%
17,250
+3,390
27
$2.34M 0.78%
31,861
+6,711
28
$2.33M 0.78%
54,100
+11,723
29
$2.18M 0.72%
7,483
+1,048
30
$2.12M 0.7%
6,000
+897
31
$2.1M 0.7%
9,895
+657
32
$2.03M 0.67%
17,632
+5,193
33
$2.01M 0.67%
43,350
+4,360
34
$1.99M 0.66%
57,262
-9,334
35
$1.97M 0.65%
8,893
+453
36
$1.9M 0.63%
16,996
+3,207
37
$1.86M 0.62%
20,904
+4,402
38
$1.83M 0.61%
11,157
+927
39
$1.77M 0.59%
102,750
40
$1.75M 0.58%
10,549
+3,019
41
$1.7M 0.57%
31,457
+453
42
$1.69M 0.56%
5,742
-2,210
43
$1.69M 0.56%
6,931
-7
44
$1.66M 0.55%
28,578
-412
45
$1.65M 0.55%
10,027
+3,786
46
$1.63M 0.54%
6,882
+2,491
47
$1.62M 0.54%
3,413
+120
48
$1.6M 0.53%
10,061
+4,554
49
$1.57M 0.52%
6,587
+1,636
50
$1.55M 0.52%
8,045
+2,740
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