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
$722M
AUM Growth
+$17.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$8.8M
3
+$5.36M
4
VO icon
Vanguard Mid-Cap ETF
VO
+$4.94M
5
MS icon
Morgan Stanley
MS
+$4.16M

Top Sells

1
+$14.7M
2
+$3.66M
3
+$3.59M
4
ADBE icon
Adobe
ADBE
+$2.84M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.72M

Sector Composition

1 Technology 15.01%
2 Financials 8.69%
3 Energy 7.88%
4 Healthcare 5.13%
5 Consumer Discretionary 4.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IBM icon
51
IBM
IBM
$238B
$3.68M 0.51%
12,424
+433
SBUX icon
52
Starbucks
SBUX
$114B
$2.92M 0.4%
+34,617
KO icon
53
Coca-Cola
KO
$326B
$2.88M 0.4%
41,267
+1,666
AMGN icon
54
Amgen
AMGN
$192B
$2.69M 0.37%
8,232
-67
RSP icon
55
Invesco S&P 500 Equal Weight ETF
RSP
$89.3B
$2.39M 0.33%
12,486
JNJ icon
56
Johnson & Johnson
JNJ
$564B
$2.28M 0.32%
11,022
+662
APD icon
57
Air Products & Chemicals
APD
$65B
$2.22M 0.31%
8,997
-4,768
GLD icon
58
SPDR Gold Trust
GLD
$164B
$2.22M 0.31%
5,604
QQQ icon
59
Invesco QQQ Trust
QQQ
$420B
$2.21M 0.31%
3,599
+142
PANW icon
60
Palo Alto Networks
PANW
$136B
$2.16M 0.3%
11,714
+7,362
ANET icon
61
Arista Networks
ANET
$207B
$1.95M 0.27%
+14,919
CSQ icon
62
Calamos Strategic Total Return Fund
CSQ
$3.1B
$1.88M 0.26%
97,722
IRM icon
63
Iron Mountain
IRM
$35.1B
$1.69M 0.23%
+20,314
VTI icon
64
Vanguard Total Stock Market ETF
VTI
$612B
$1.68M 0.23%
5,012
+201
VTWO icon
65
Vanguard Russell 2000 ETF
VTWO
$15.5B
$1.65M 0.23%
16,613
IJH icon
66
iShares Core S&P Mid-Cap ETF
IJH
$115B
$1.63M 0.23%
24,712
+16,364
LOW icon
67
Lowe's Companies
LOW
$141B
$1.63M 0.23%
6,743
+2
IYW icon
68
iShares US Technology ETF
IYW
$20.4B
$1.61M 0.22%
8,076
-630
MA icon
69
Mastercard
MA
$465B
$1.59M 0.22%
2,787
-46
RJF icon
70
Raymond James Financial
RJF
$29.9B
$1.54M 0.21%
9,569
-647
VHT icon
71
Vanguard Health Care ETF
VHT
$16.6B
$1.44M 0.2%
5,000
+2
SNOW icon
72
Snowflake
SNOW
$49.8B
$1.4M 0.19%
+6,387
ADI icon
73
Analog Devices
ADI
$181B
$1.3M 0.18%
4,790
-158
EPD icon
74
Enterprise Products Partners
EPD
$79.3B
$1.3M 0.18%
40,448
MCD icon
75
McDonald's
MCD
$221B
$1.3M 0.18%
4,240
-159
1 2
3
4 5