MWA
Meridian Wealth Advisors Portfolio holdings
AUM
$704M
1-Year Est. Return
13.14%
1 Year Est. Return
+13.14%
AUM
$632M
AUM Growth
+$43.4M
(+7.4%)
Holding
183
Top Buys
| 1 | +$14.4M | |
| 2 | +$3.61M | |
| 3 | +$2.25M | |
| 4 |
iShares Gold Trust
IAU
|
+$2.23M |
| 5 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$1.62M |
Top Sells
| 1 | +$4.94M | |
| 2 | +$2.25M | |
| 3 | +$1.81M | |
| 4 |
Allstate
ALL
|
+$1.22M |
| 5 |
Walmart
WMT
|
+$1.18M |
Sector Composition
| 1 | Technology | 16.15% |
| 2 | Energy | 12.07% |
| 3 | Financials | 9.16% |
| 4 | Consumer Discretionary | 5.29% |
| 5 | Healthcare | 4.74% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Home Depot
HD
$361B
| $6.28M | 0.99% |
17,130
+148
|
|
||
|
27
Walmart
WMT
$817B
| $6.2M | 0.98% |
63,434
-12,052
|
|
||
28
Broadcom
AVGO
$1.62T
| $5.87M | 0.93% |
21,277
+8,155
|
|
||
29
Union Pacific
UNP
$132B
| $5.7M | 0.9% |
24,784
-41
|
|
||
30
Salesforce
CRM
$232B
| $5.69M | 0.9% |
20,855
+1,006
|
|
||
|
31
Allstate
ALL
$56.1B
| $5.62M | 0.89% |
27,903
-6,071
|
|
||
32
McKesson
MCK
$104B
| $5.21M | 0.82% |
7,103
+287
|
|
||
33
Technology Select Sector SPDR Fund
XLK
$94.7B
| $5M | 0.79% |
19,754
-234
|
|
||
34
Eli Lilly
LLY
$918B
| $4.97M | 0.79% |
6,380
-24
|
|
||
35
Trane Technologies
TT
$92.7B
| $4.9M | 0.77% |
11,194
-11,296
|
|
||
36
Advanced Micro Devices
AMD
$402B
| $4.7M | 0.74% |
33,099
-1,418
|
|
||
|
FISV
37
Fiserv Inc
FISV
$34.1B
| $4.68M | 0.74% |
27,169
+304
|
|
||
38
Marathon Petroleum
MPC
$60.1B
| $4.27M | 0.68% |
25,701
+1,531
|
|
||
39
NXP Semiconductors
NXPI
$49.6B
| $4.2M | 0.66% |
19,215
-1,536
|
|
||
40
Merck
MRK
$231B
| $4.2M | 0.66% |
53,027
-783
|
|
||
41
UnitedHealth
UNH
$292B
| $4.17M | 0.66% |
13,361
+433
|
|
||
42
Realty Income
O
$52.3B
| $4.17M | 0.66% |
72,298
-3,013
|
|
||
43
State Street SPDR S&P Dividend ETF
SDY
$20B
| $4.12M | 0.65% |
30,338
+920
|
|
||
44
Adobe
ADBE
$139B
| $3.9M | 0.62% |
10,075
+162
|
|
||
45
3M
MMM
$89B
| $3.84M | 0.61% |
25,203
+23,686
|
|
||
46
Air Products & Chemicals
APD
$57.7B
| $3.68M | 0.58% |
13,052
-309
|
|
||
47
Chipotle Mexican Grill
CMG
$41.7B
| $3.45M | 0.55% |
61,468
-6,528
|
|
||
48
Alphabet (Google) Class C
GOOG
$3.34T
| $3.21M | 0.51% |
18,068
-1,140
|
|
||
49
iShares Russell 1000 Growth ETF
IWF
$123B
| $2.87M | 0.45% |
6,768
-316
|
|
||
50
Coca-Cola
KO
$306B
| $2.74M | 0.43% |
38,709
-186
|
|