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
$561M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$6.05M
3
+$1.55M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.44M
5
IAU icon
iShares Gold Trust
IAU
+$1.36M

Top Sells

1
+$4M
2
+$3.5M
3
+$881K
4
LMT icon
Lockheed Martin
LMT
+$420K
5
INTC icon
Intel
INTC
+$291K

Sector Composition

1 Energy 19.05%
2 Technology 14.87%
3 Financials 8.1%
4 Healthcare 6.91%
5 Consumer Discretionary 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.41M 0.96%
23,896
+1,575
27
$5.37M 0.96%
108,575
+3,469
28
$5.23M 0.93%
9,413
+226
29
$5.11M 0.91%
32,030
+111
30
$5.11M 0.91%
29,447
-452
31
$5.07M 0.9%
37,063
+2,827
32
$4.98M 0.89%
19,369
+150
33
$4.9M 0.87%
10,985
+915
34
$4.83M 0.86%
21,332
+1
35
$4.15M 0.74%
25,581
+748
36
$4.11M 0.73%
32,301
+896
37
$3.94M 0.7%
83,189
+2,566
38
$3.84M 0.69%
25,775
+125
39
$3.41M 0.61%
16,107
+381
40
$3.34M 0.6%
85,367
-2,170
41
$3.23M 0.58%
17,604
42
$3.15M 0.56%
16,188
+3,987
43
$3.03M 0.54%
13,790
+1,848
44
$3M 0.54%
75,485
45
$2.99M 0.53%
11,604
+2,638
46
$2.98M 0.53%
23,621
+792
47
$2.92M 0.52%
31,617
+846
48
$2.75M 0.49%
43,237
+24,361
49
$2.65M 0.47%
7,276
-115
50
$2.5M 0.45%
8,008
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