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
$234M
AUM Growth
+$90.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$8.78M
3
+$7.41M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.19M
5
IAU icon
iShares Gold Trust
IAU
+$5.04M

Top Sells

1
+$410K
2
+$402K
3
+$295K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$276K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$274K

Sector Composition

1 Energy 15.59%
2 Technology 11.21%
3 Financials 6.52%
4 Healthcare 5.6%
5 Industrials 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$950K 0.41%
17,294
-1,260
52
$949K 0.41%
8,731
-455
53
$909K 0.39%
2,388
+1,838
54
$907K 0.39%
2,326
+1,304
55
$904K 0.39%
34,035
+13,665
56
$901K 0.39%
5,584
+219
57
$871K 0.37%
10,481
+1,107
58
$867K 0.37%
3,137
+2,272
59
$846K 0.36%
13,880
+2,080
60
$829K 0.35%
6,725
+448
61
$811K 0.35%
29,360
+1,220
62
$799K 0.34%
14,684
+8,180
63
$777K 0.33%
+4,041
64
$768K 0.33%
+27,750
65
$761K 0.33%
4,656
+1,244
66
$759K 0.32%
18,470
+1,590
67
$730K 0.31%
5,873
+2,363
68
$729K 0.31%
3,284
+782
69
$690K 0.3%
5,034
+1,072
70
$671K 0.29%
11,041
-203
71
$656K 0.28%
4,112
+322
72
$645K 0.28%
12,640
73
$640K 0.27%
11,995
+870
74
$636K 0.27%
4,259
+259
75
$611K 0.26%
7,300
+1,468
1 2
3
4 5