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
$130M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$5.45M
3
+$4.41M
4
MSFT icon
Microsoft
MSFT
+$3.57M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.17M

Top Sells

No sells this quarter

Sector Composition

1 Energy 26.98%
2 Technology 9.82%
3 Financials 8.76%
4 Healthcare 7.97%
5 Industrials 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$482K 0.37%
+1,934
52
$477K 0.37%
+6,616
53
$473K 0.36%
+2,512
54
$467K 0.36%
+5,066
55
$467K 0.36%
+8,150
56
$466K 0.36%
+4,221
57
$449K 0.34%
+5,185
58
$447K 0.34%
+10,314
59
$437K 0.34%
+4,530
60
$437K 0.34%
+4,802
61
$435K 0.33%
+3,342
62
$433K 0.33%
+89,866
63
$432K 0.33%
+3,715
64
$421K 0.32%
+5,827
65
$415K 0.32%
+2,592
66
$413K 0.32%
+7,028
67
$410K 0.31%
+7,920
68
$409K 0.31%
+2,883
69
$408K 0.31%
+237
70
$400K 0.31%
+5,310
71
$397K 0.3%
+5,095
72
$376K 0.29%
+4,215
73
$367K 0.28%
+5,295
74
$366K 0.28%
+2,280
75
$358K 0.27%
+6,289
1 2
3
4 5