MWA

Meridian Wealth Advisors Portfolio holdings

AUM $722M
1-Year Est. Return 16.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$632M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$3.39M
3
+$2.22M
4
AVGO icon
Broadcom
AVGO
+$1.77M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.52M

Top Sells

1
+$4.46M
2
+$2.3M
3
+$1.67M
4
ALL icon
Allstate
ALL
+$1.21M
5
WMT icon
Walmart Inc
WMT
+$1.15M

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
$6.28M 0.99%
17,130
+148
27
$6.2M 0.98%
63,434
-12,052
28
$5.87M 0.93%
21,277
+8,155
29
$5.7M 0.9%
24,784
-41
30
$5.69M 0.9%
20,855
+1,006
31
$5.62M 0.89%
27,903
-6,071
32
$5.21M 0.82%
7,103
+287
33
$5M 0.79%
39,508
-468
34
$4.97M 0.79%
6,380
-24
35
$4.9M 0.77%
11,194
-11,296
36
$4.7M 0.74%
33,099
-1,418
37
$4.68M 0.74%
27,169
+304
38
$4.27M 0.68%
25,701
+1,531
39
$4.2M 0.66%
19,215
-1,536
40
$4.2M 0.66%
53,027
-783
41
$4.17M 0.66%
13,361
+433
42
$4.17M 0.66%
72,298
-3,013
43
$4.12M 0.65%
30,338
+920
44
$3.9M 0.62%
10,075
+162
45
$3.84M 0.61%
25,203
+23,686
46
$3.68M 0.58%
13,052
-309
47
$3.45M 0.55%
61,468
-6,528
48
$3.21M 0.51%
18,068
-1,140
49
$2.87M 0.45%
6,768
-316
50
$2.74M 0.43%
38,709
-186
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2
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