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
$431M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$1.71M
3
+$1.59M
4
IAU icon
iShares Gold Trust
IAU
+$1.37M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.12M

Top Sells

1
+$2.49M
2
+$2.38M
3
+$1.19M
4
ACC
American Campus Communities, Inc.
ACC
+$503K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$376K

Sector Composition

1 Technology 15.02%
2 Energy 12.23%
3 Financials 8.64%
4 Healthcare 7.15%
5 Consumer Discretionary 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.59M 0.83%
43,752
+5,079
27
$3.59M 0.83%
56,970
+3,150
28
$3.56M 0.82%
14,223
+501
29
$3.31M 0.77%
88,477
+17,827
30
$3.15M 0.73%
36,785
+1,592
31
$3.13M 0.73%
20,632
+639
32
$3.12M 0.72%
22,525
+1,623
33
$3.12M 0.72%
75,682
+1,412
34
$3.06M 0.71%
15,043
+2,144
35
$3M 0.7%
88,324
+3,940
36
$2.99M 0.69%
22,654
+1,485
37
$2.96M 0.69%
25,123
+2,254
38
$2.83M 0.66%
15,967
+2,279
39
$2.82M 0.65%
6,193
+2,196
40
$2.82M 0.65%
13,264
+1,681
41
$2.79M 0.65%
61,050
+4,635
42
$2.73M 0.63%
122,315
43
$2.67M 0.62%
9,824
+1,269
44
$2.53M 0.59%
10,940
+1,161
45
$2.51M 0.58%
+6,117
46
$2.49M 0.58%
91,190
+39,860
47
$2.34M 0.54%
9,315
+884
48
$2.17M 0.5%
14,226
+1,270
49
$2.17M 0.5%
8,968
+340
50
$2.14M 0.5%
7,721
-19
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