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
$400M
AUM Growth
-$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$566K
2
+$461K
3
+$314K
4
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$312K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$230K

Top Sells

1
+$784K
2
+$780K
3
+$416K
4
IAU icon
iShares Gold Trust
IAU
+$408K
5
UL icon
Unilever
UL
+$404K

Sector Composition

1 Technology 14.95%
2 Energy 12.2%
3 Healthcare 8.44%
4 Financials 8.21%
5 Consumer Discretionary 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.28M 1.07%
21,112
+466
27
$4.25M 1.06%
36,980
-1,767
28
$3.85M 0.96%
7,167
-46
29
$3.76M 0.94%
18,541
+143
30
$3.5M 0.87%
21,330
31
$3.48M 0.87%
31,676
+878
32
$3.41M 0.85%
9,319
+232
33
$3.39M 0.85%
70,964
+3,137
34
$3.32M 0.83%
74,861
+3,679
35
$3.28M 0.82%
14,281
+561
36
$3.2M 0.8%
28,704
-520
37
$2.94M 0.74%
19,735
+266
38
$2.77M 0.69%
14,079
+338
39
$2.7M 0.67%
77,669
-1,520
40
$2.65M 0.66%
9,349
-1
41
$2.63M 0.66%
23,294
+676
42
$2.48M 0.62%
56,920
-4,040
43
$2.36M 0.59%
17,866
-12
44
$2.33M 0.58%
14,979
-157
45
$2.31M 0.58%
10,548
+497
46
$2.24M 0.56%
122,315
47
$2.2M 0.55%
8,198
-10
48
$2.15M 0.54%
12,669
-241
49
$2.07M 0.52%
75,561
+2,159
50
$2.03M 0.51%
12,349
-1,069
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