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
$413M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$616K
3
+$442K
4
UL icon
Unilever
UL
+$404K
5
NKE icon
Nike
NKE
+$398K

Top Sells

1
+$2.35M
2
+$2.12M
3
+$1.88M
4
WMT icon
Walmart Inc. Common Stock
WMT
+$565K
5
SYY icon
Sysco
SYY
+$550K

Sector Composition

1 Technology 15.59%
2 Energy 10.61%
3 Healthcare 8.58%
4 Financials 8.07%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.95M 0.96%
20,646
+350
27
$3.89M 0.94%
18,398
+851
28
$3.71M 0.9%
21,330
-577
29
$3.64M 0.88%
9,087
+390
30
$3.48M 0.84%
30,798
+420
31
$3.38M 0.82%
7,213
+3
32
$3.38M 0.82%
19,469
+68
33
$3.28M 0.79%
67,827
-4,812
34
$3.23M 0.78%
27,676
-1,807
35
$3.19M 0.77%
29,224
+288
36
$3.18M 0.77%
122,315
37
$3.09M 0.75%
13,741
+550
38
$2.96M 0.72%
71,182
+3,044
39
$2.85M 0.69%
22,618
+1,199
40
$2.85M 0.69%
79,189
-13,922
41
$2.84M 0.69%
13,720
-66
42
$2.8M 0.68%
9,350
-446
43
$2.7M 0.65%
13,769
+839
44
$2.7M 0.65%
28,579
+1,233
45
$2.6M 0.63%
13,418
+773
46
$2.58M 0.62%
60,960
-2,360
47
$2.51M 0.61%
15,136
-2,664
48
$2.39M 0.58%
12,910
-1,593
49
$2.38M 0.58%
14,238
+979
50
$2.26M 0.55%
10,051
+729
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2
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