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
$359M
AUM Growth
+$5.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$984K
3
+$838K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$633K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$483K

Top Sells

1
+$2.06M
2
+$572K
3
+$387K
4
ACC
American Campus Communities, Inc.
ACC
+$374K
5
GM icon
General Motors
GM
+$356K

Sector Composition

1 Technology 14.47%
2 Energy 9.65%
3 Financials 8.2%
4 Healthcare 6.85%
5 Consumer Discretionary 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.87M 0.8%
83,386
+2,751
27
$2.82M 0.79%
18,909
+606
28
$2.8M 0.78%
11,835
+819
29
$2.78M 0.77%
14,195
+434
30
$2.75M 0.77%
36,646
+1,435
31
$2.75M 0.77%
+77,423
32
$2.43M 0.68%
19,078
+750
33
$2.43M 0.68%
50,050
+1,970
34
$2.42M 0.67%
8,070
+388
35
$2.3M 0.64%
20,345
+1,081
36
$2.27M 0.63%
11,779
+417
37
$2.25M 0.63%
19,572
+1,005
38
$2.23M 0.62%
63,875
+28,171
39
$2.22M 0.62%
13,766
-100
40
$2.22M 0.62%
3,853
+183
41
$2.14M 0.6%
8,950
+339
42
$2.12M 0.59%
51,990
+3,075
43
$2.07M 0.58%
23,455
-398
44
$2.06M 0.57%
7,529
+21
45
$2.05M 0.57%
11,890
+378
46
$2.05M 0.57%
12,293
+192
47
$2.01M 0.56%
17,214
+679
48
$2M 0.56%
7,527
+275
49
$1.99M 0.55%
35,533
+1,758
50
$1.98M 0.55%
32,082
+2,602
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2
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