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
$254M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.02M
3
+$1.01M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$558K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$529K

Top Sells

1
+$2.59M
2
+$303K
3
+$259K
4
SM icon
SM Energy
SM
+$251K
5
JPM icon
JPMorgan Chase
JPM
+$225K

Sector Composition

1 Energy 14.59%
2 Technology 11.11%
3 Financials 6.52%
4 Healthcare 5.89%
5 Industrials 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$959K 0.38%
3,613
-390
52
$911K 0.36%
5,654
-195
53
$888K 0.35%
13,280
-600
54
$885K 0.35%
7,871
-860
55
$878K 0.35%
2,256
-70
56
$877K 0.35%
18,653
-1,716
57
$877K 0.35%
30,000
-4,035
58
$860K 0.34%
27,200
-2,160
59
$857K 0.34%
5,504
-80
60
$856K 0.34%
4,064
+23
61
$847K 0.33%
6,375
-350
62
$845K 0.33%
14,998
+3,003
63
$813K 0.32%
18,455
-15
64
$796K 0.31%
14,386
-298
65
$773K 0.3%
3,289
+5
66
$763K 0.3%
3,862
+1,200
67
$759K 0.3%
4,506
-150
68
$735K 0.29%
12,640
69
$722K 0.28%
12,057
+800
70
$705K 0.28%
5,643
-230
71
$686K 0.27%
3,899
-213
72
$670K 0.26%
4,904
-130
73
$669K 0.26%
7,816
+300
74
$654K 0.26%
3,410
-100
75
$652K 0.26%
3,659
+235
1 2
3
4 5