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
$355M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$243K
3
+$234K
4
IAU icon
iShares Gold Trust
IAU
+$219K
5
ORCL icon
Oracle
ORCL
+$201K

Top Sells

1
+$4.18M
2
+$2.14M
3
+$1.75M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.06M
5
ACC
American Campus Communities, Inc.
ACC
+$858K

Sector Composition

1 Energy 14.04%
2 Technology 13.12%
3 Healthcare 8.36%
4 Financials 7.2%
5 Consumer Staples 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.15M 0.89%
98,458
-1,924
27
$3.12M 0.88%
26,227
-3,066
28
$3.05M 0.86%
21,237
-29,090
29
$2.94M 0.83%
18,019
-12
30
$2.83M 0.8%
15,032
-2,796
31
$2.79M 0.79%
20,906
-695
32
$2.71M 0.76%
15,966
-931
33
$2.63M 0.74%
88,006
+1,372
34
$2.51M 0.71%
56,440
-2,880
35
$2.38M 0.67%
14,588
+1,223
36
$2.36M 0.66%
16,273
-274
37
$2.33M 0.66%
7,215
+220
38
$2.26M 0.64%
74,933
+144
39
$2.2M 0.62%
122,315
40
$2.02M 0.57%
9,369
-1,520
41
$1.96M 0.55%
8,679
-39
42
$1.93M 0.54%
10,652
-510
43
$1.9M 0.53%
21,006
-5,965
44
$1.87M 0.53%
22,657
-3,410
45
$1.84M 0.52%
8,553
-1,942
46
$1.83M 0.52%
5,998
-1,473
47
$1.8M 0.51%
41,655
+1,143
48
$1.8M 0.51%
12,494
-1,381
49
$1.75M 0.49%
18,212
-448
50
$1.69M 0.47%
99,279
+6,325
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2
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