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
$606M
AUM Growth
+$8.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$4.26M
3
+$3.63M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.84M
5
NXPI icon
NXP Semiconductors
NXPI
+$2.67M

Top Sells

1
+$3.08M
2
+$2.79M
3
+$2.79M
4
AMT icon
American Tower
AMT
+$2.7M
5
DVN icon
Devon Energy
DVN
+$2.51M

Sector Composition

1 Energy 17.13%
2 Technology 15.17%
3 Financials 9.6%
4 Consumer Discretionary 5.58%
5 Healthcare 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.73M 0.95%
11,507
+252
27
$5.7M 0.94%
38,243
+388
28
$5.65M 0.93%
71,430
-6,990
29
$5.52M 0.91%
24,223
-246
30
$5.33M 0.88%
111,468
+4,952
31
$5.3M 0.87%
25,819
-541
32
$5.3M 0.87%
6,863
-29
33
$5.21M 0.86%
8,897
+1,062
34
$5.04M 0.83%
50,689
-1,809
35
$4.91M 0.81%
29,317
+3,729
36
$4.57M 0.75%
19,633
-24
37
$4.26M 0.7%
+70,716
38
$4.21M 0.69%
9,469
-148
39
$3.97M 0.66%
7,375
+5,267
40
$3.91M 0.64%
29,582
-379
41
$3.84M 0.63%
13,256
+765
42
$3.7M 0.61%
19,453
-168
43
$3.54M 0.58%
25,409
-5,292
44
$3.42M 0.56%
28,320
+2,157
45
$3.14M 0.52%
13,537
-1,884
46
$2.93M 0.48%
14,084
+12,838
47
$2.9M 0.48%
14,771
-2,407
48
$2.84M 0.47%
7,084
+5
49
$2.8M 0.46%
13,611
-1,265
50
$2.67M 0.44%
42,811
+455
1
2
3 4 5