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
$532M
AUM Growth
+$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$901K
3
+$596K
4
COST icon
Costco
COST
+$474K
5
DEO icon
Diageo
DEO
+$437K

Top Sells

1
+$780K
2
+$571K
3
+$259K
4
BMY icon
Bristol-Myers Squibb
BMY
+$208K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$201K

Sector Composition

1 Energy 18.87%
2 Technology 14.4%
3 Financials 8.47%
4 Healthcare 7.7%
5 Consumer Discretionary 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.53M 1.04%
7,113
-56
27
$5.52M 1.04%
31,919
+2,126
28
$5.49M 1.03%
22,321
+806
29
$5.27M 0.99%
105,106
+5,637
30
$5.24M 0.98%
57,990
+850
31
$4.71M 0.88%
34,236
+1,304
32
$4.64M 0.87%
9,187
+357
33
$4.48M 0.84%
24,833
+882
34
$4.44M 0.83%
21,331
35
$4.28M 0.8%
10,070
+378
36
$4.12M 0.77%
31,405
-303
37
$4.1M 0.77%
25,650
+1,530
38
$4.05M 0.76%
80,623
+7,171
39
$4M 0.75%
15,249
+895
40
$3.98M 0.75%
15,726
+879
41
$3.79M 0.71%
87,537
+10,034
42
$3.5M 0.66%
100,000
-22,315
43
$3.4M 0.64%
22,829
+2,938
44
$2.94M 0.55%
30,771
+3,082
45
$2.86M 0.54%
75,485
46
$2.68M 0.5%
11,942
+654
47
$2.68M 0.5%
17,604
-346
48
$2.49M 0.47%
7,391
-39
49
$2.49M 0.47%
64,030
+24
50
$2.41M 0.45%
12,201
+268
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2
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