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
$598M
AUM Growth
+$37.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$3.14M
3
+$2.24M
4
IAU icon
iShares Gold Trust
IAU
+$1.22M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.02M

Top Sells

1
+$2.98M
2
+$1.53M
3
+$1.49M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.08M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$762K

Sector Composition

1 Energy 18.53%
2 Technology 14.4%
3 Financials 8.55%
4 Healthcare 6.36%
5 Consumer Discretionary 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.03M 1.01%
24,469
+573
27
$6.02M 1.01%
78,420
-1,905
28
$5.96M 1%
52,498
-1,691
29
$5.81M 0.97%
11,255
+270
30
$5.63M 0.94%
106,516
-2,059
31
$5.42M 0.91%
19,818
+449
32
$5M 0.84%
30,701
+1,254
33
$4.98M 0.83%
9,617
+204
34
$4.74M 0.79%
26,360
+585
35
$4.48M 0.75%
7,835
+5,736
36
$4.46M 0.75%
19,166
+2,978
37
$4.44M 0.74%
19,657
-1,675
38
$4.43M 0.74%
25,588
+12,906
39
$4.29M 0.72%
26,163
+582
40
$4.26M 0.71%
29,961
-2,340
41
$4.07M 0.68%
17,178
+1,071
42
$3.91M 0.65%
93,667
+8,300
43
$3.72M 0.62%
12,491
+887
44
$3.61M 0.6%
14,876
+1,086
45
$3.37M 0.56%
86,237
+3,048
46
$3.28M 0.55%
19,621
+2,017
47
$3.08M 0.52%
77,707
+2,222
48
$3.04M 0.51%
42,356
-881
49
$2.66M 0.44%
15,421
+1,591
50
$2.66M 0.44%
7,079
-197
1
2
3 4 5