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
$457M
AUM Growth
+$56.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$2.26M
3
+$571K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$285K
5
MSFT icon
Microsoft
MSFT
+$278K

Top Sells

1
+$1.99M
2
+$1.89M
3
+$1.29M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$890K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$659K

Sector Composition

1 Technology 15.48%
2 Energy 14.45%
3 Financials 8.57%
4 Healthcare 8.34%
5 Consumer Discretionary 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.76M 1.04%
99,469
+324
27
$4.65M 1.02%
122,315
28
$4.56M 1%
72,030
+1,155
29
$4.31M 0.94%
29,021
+485
30
$4.27M 0.93%
9,692
+373
31
$4.23M 0.93%
32,932
+1,256
32
$4.18M 0.92%
7,169
+2
33
$4.17M 0.91%
29,793
+1,089
34
$4.11M 0.9%
21,331
+1
35
$3.96M 0.87%
31,708
-5,272
36
$3.53M 0.77%
23,951
+15,298
37
$3.44M 0.75%
14,847
+768
38
$3.4M 0.74%
77,503
+2,642
39
$3.33M 0.73%
73,452
+2,488
40
$3.23M 0.71%
14,354
+73
41
$3.2M 0.7%
24,120
+826
42
$2.9M 0.63%
19,891
+156
43
$2.83M 0.62%
57,140
+220
44
$2.61M 0.57%
9,524
+175
45
$2.58M 0.56%
11,933
-416
46
$2.54M 0.56%
75,485
-76
47
$2.53M 0.55%
17,950
+84
48
$2.48M 0.54%
11,288
+740
49
$2.36M 0.52%
8,198
50
$2.34M 0.51%
64,006
-13,663
1
2
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