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
$376M
AUM Growth
-$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$8.74M
2
+$2.16M
3
+$961K
4
T icon
AT&T
T
+$865K
5
APD icon
Air Products & Chemicals
APD
+$684K

Top Sells

1
+$10.1M
2
+$4.44M
3
+$1.87M
4
AAPL icon
Apple
AAPL
+$1.58M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.04M

Sector Composition

1 Energy 14.64%
2 Technology 13.43%
3 Healthcare 8.34%
4 Financials 7.75%
5 Consumer Staples 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.32M 0.88%
14,866
+643
27
$3.26M 0.87%
25,743
+3,218
28
$3.2M 0.85%
18,031
+2,064
29
$3.15M 0.84%
38,308
+1,523
30
$2.99M 0.79%
70,890
+9,840
31
$2.94M 0.78%
16,897
+1,854
32
$2.88M 0.77%
59,320
+2,350
33
$2.77M 0.74%
10,889
+1,065
34
$2.76M 0.73%
86,634
-1,690
35
$2.72M 0.72%
21,601
+969
36
$2.68M 0.71%
10,495
+1,180
37
$2.54M 0.67%
26,971
+4,317
38
$2.52M 0.67%
7,471
+1,354
39
$2.48M 0.66%
26,067
+944
40
$2.42M 0.64%
11,162
+222
41
$2.42M 0.64%
6,597
+404
42
$2.33M 0.62%
74,789
-893
43
$2.29M 0.61%
13,875
+611
44
$2.27M 0.6%
6,995
+1,615
45
$2.23M 0.59%
13,365
+1,983
46
$2.15M 0.57%
16,547
+2,321
47
$2.12M 0.56%
8,718
-250
48
$2.04M 0.54%
18,660
+3,420
49
$1.95M 0.52%
49,603
+4,648
50
$1.79M 0.48%
10,297
+1,121
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