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
$411M
AUM Growth
+$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.51M
3
+$918K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$722K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$619K

Top Sells

1
+$319K
2
+$254K
3
+$221K
4
VBTX
Veritex Holdings
VBTX
+$206K
5
DOW icon
Dow Inc
DOW
+$204K

Sector Composition

1 Technology 15.41%
2 Energy 9.23%
3 Financials 7.6%
4 Healthcare 7.29%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.58M 0.87%
53,820
+3,770
27
$3.46M 0.84%
19,993
+1,084
28
$3.3M 0.8%
74,270
-75
29
$3.21M 0.78%
10,723
-64
30
$3.17M 0.77%
8,555
+485
31
$2.98M 0.72%
84,384
+998
32
$2.96M 0.72%
38,673
+2,027
33
$2.96M 0.72%
22,869
+2,524
34
$2.94M 0.72%
11,583
+510
35
$2.92M 0.71%
6,695
+5,562
36
$2.9M 0.7%
21,169
+1,597
37
$2.84M 0.69%
12,899
+1,120
38
$2.76M 0.67%
9,779
+829
39
$2.7M 0.66%
70,650
+6,775
40
$2.66M 0.65%
56,415
+4,425
41
$2.62M 0.64%
12,956
+1,066
42
$2.5M 0.61%
13,722
+1,429
43
$2.49M 0.61%
18,741
+1,527
44
$2.47M 0.6%
8,431
+904
45
$2.46M 0.6%
20,902
+1,824
46
$2.42M 0.59%
26,965
+3,510
47
$2.37M 0.57%
7,740
+211
48
$2.34M 0.57%
13,688
-78
49
$2.27M 0.55%
3,997
+144
50
$2.25M 0.55%
35,193
+3,111
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