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
$353M
AUM Growth
+$52.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2.57M
3
+$1.43M
4
AAPL icon
Apple
AAPL
+$1.37M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$1.28M

Top Sells

1
+$1.63M
2
+$642K
3
+$506K
4
AMGN icon
Amgen
AMGN
+$412K
5
PTMC icon
Pacer Trendpilot US Mid Cap ETF
PTMC
+$353K

Sector Composition

1 Technology 14.14%
2 Energy 9.95%
3 Financials 8.12%
4 Healthcare 6.72%
5 Consumer Discretionary 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.74M 0.78%
35,211
+3,350
27
$2.71M 0.77%
18,303
+1,053
28
$2.65M 0.75%
6,706
+706
29
$2.64M 0.75%
10,816
+921
30
$2.62M 0.74%
11,016
+2,123
31
$2.44M 0.69%
7,682
+199
32
$2.39M 0.68%
18,328
+696
33
$2.29M 0.65%
48,080
+4,730
34
$2.28M 0.65%
13,866
+2,709
35
$2.21M 0.63%
9,068
-1,692
36
$2.21M 0.63%
23,853
+2,949
37
$2.2M 0.62%
18,567
+1,571
38
$2.18M 0.62%
11,362
+1,335
39
$2.15M 0.61%
3,670
+257
40
$2.12M 0.6%
11,512
+963
41
$2.09M 0.59%
8,611
+566
42
$2.04M 0.58%
7,508
+577
43
$2M 0.56%
19,264
+5,548
44
$1.98M 0.56%
5,684
-58
45
$1.97M 0.56%
12,101
+2,040
46
$1.96M 0.55%
7,252
+665
47
$1.93M 0.55%
11,668
+2,014
48
$1.93M 0.55%
33,775
+2,318
49
$1.89M 0.53%
40,354
-13,746
50
$1.87M 0.53%
102,750
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