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
$399M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$723K
3
+$632K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$572K
5
CMCSA icon
Comcast
CMCSA
+$566K

Top Sells

1
+$3.68M
2
+$2.54M
3
+$1.86M
4
MPC icon
Marathon Petroleum
MPC
+$1.25M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.09M

Sector Composition

1 Technology 14.95%
2 Energy 11.5%
3 Healthcare 8.26%
4 Financials 7.87%
5 Consumer Staples 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.68M 0.92%
72,639
-13,616
27
$3.61M 0.9%
80,011
+68,631
28
$3.52M 0.88%
19,401
+1,439
29
$3.51M 0.88%
17,547
+2,442
30
$3.31M 0.83%
21,907
-89
31
$3.3M 0.83%
93,111
-4,173
32
$3.21M 0.8%
28,936
+643
33
$3.19M 0.8%
12,930
+1,645
34
$3.17M 0.79%
30,378
+2,817
35
$3.13M 0.78%
8,114
+1,079
36
$3M 0.75%
8,697
+611
37
$2.82M 0.7%
13,786
-1,821
38
$2.81M 0.7%
9,796
+1,076
39
$2.76M 0.69%
17,800
-85
40
$2.64M 0.66%
14,503
+16
41
$2.62M 0.66%
13,191
+1,404
42
$2.58M 0.65%
12,645
+1,962
43
$2.58M 0.65%
68,138
+14,921
44
$2.48M 0.62%
7,210
+102
45
$2.42M 0.61%
21,419
+4,958
46
$2.31M 0.58%
122,315
47
$2.26M 0.57%
27,346
+4,253
48
$2.14M 0.54%
13,259
+1,558
49
$2.12M 0.53%
74,290
-269
50
$2.1M 0.52%
8,668
1
2
3 4 5