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
$137M
AUM Growth
+$6.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$4.9M
3
+$4.76M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$2.15M
5
PTMC icon
Pacer Trendpilot US Mid Cap ETF
PTMC
+$1.03M

Top Sells

1
+$2.38M
2
+$2.3M
3
+$1.31M
4
EPD icon
Enterprise Products Partners
EPD
+$913K
5
AMLP icon
Alerian MLP ETF
AMLP
+$769K

Sector Composition

1 Energy 29.21%
2 Technology 9.46%
3 Financials 7.69%
4 Healthcare 6.81%
5 Industrials 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$546K 0.4%
3,338
+455
52
$546K 0.4%
8,150
53
$544K 0.4%
3,762
+3,396
54
$527K 0.38%
20,370
-1,650
55
$524K 0.38%
4,272
+51
56
$507K 0.37%
3,330
+1,030
57
$501K 0.37%
4,485
-45
58
$499K 0.36%
10,714
+400
59
$495K 0.36%
2,592
60
$487K 0.36%
3,029
-3,377
61
$476K 0.35%
5,185
62
$467K 0.34%
6,997
-980
63
$463K 0.34%
89,866
64
$448K 0.33%
2,822
+400
65
$447K 0.33%
7,620
-300
66
$446K 0.33%
5,582
-245
67
$438K 0.32%
251
+14
68
$436K 0.32%
5,426
-1,190
69
– –
-19,016
70
$420K 0.31%
5,211
+145
71
$413K 0.3%
2,512
72
$413K 0.3%
5,424
+114
73
$409K 0.3%
5,295
74
$403K 0.29%
4,425
-377
75
$403K 0.29%
3,478
+78
1 2
3
4 5