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
$388M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.33M
3
+$1.74M
4
FISV
Fiserv Inc
FISV
+$1.66M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.56M

Top Sells

1
+$12M
2
+$3.59M
3
+$2.18M
4
CVX icon
Chevron
CVX
+$2.11M
5
MNRL
Brigham Minerals, Inc. Class A Common Stock
MNRL
+$1.44M

Sector Composition

1 Energy 13.9%
2 Technology 12.41%
3 Healthcare 8.8%
4 Financials 8.05%
5 Consumer Staples 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.84M 0.99%
28,293
+2,592
27
$3.7M 0.95%
63,248
+39,855
28
$3.68M 0.95%
136,212
+48,206
29
$3.56M 0.92%
15,607
+312
30
$3.49M 0.9%
97,284
-1,174
31
$3.22M 0.83%
19,133
+2,860
32
$3.2M 0.82%
17,962
+1,996
33
$3.16M 0.81%
17,885
-134
34
$3.01M 0.78%
122,315
35
$2.83M 0.73%
27,561
+6,555
36
$2.8M 0.72%
11,285
+1,916
37
$2.74M 0.71%
21,996
-4,231
38
$2.71M 0.7%
8,086
+2,088
39
$2.69M 0.69%
8,720
+3,300
40
$2.62M 0.67%
14,487
-101
41
$2.6M 0.67%
7,108
-107
42
$2.47M 0.64%
74,559
-374
43
$2.42M 0.62%
11,787
+1,135
44
$2.37M 0.61%
7,035
+1,303
45
$2.28M 0.59%
8,668
-11
46
$2.26M 0.58%
10,683
+2,130
47
$2M 0.52%
15,105
+2,611
48
$2M 0.52%
11,701
+1,341
49
$1.97M 0.51%
41,655
50
$1.9M 0.49%
8,846
-1,010
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2
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