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
$181M
AUM Growth
-$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$1.61M
3
+$1.38M
4
ACC
American Campus Communities, Inc.
ACC
+$697K
5
GLD icon
SPDR Gold Trust
GLD
+$640K

Top Sells

1
+$4.58M
2
+$3.92M
3
+$3.47M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.93M
5
IAU icon
iShares Gold Trust
IAU
+$2.75M

Sector Composition

1 Technology 11.43%
2 Energy 10.54%
3 Financials 6.82%
4 Healthcare 6.12%
5 Consumer Discretionary 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$726K 0.4%
4,370
+960
52
$720K 0.4%
5,383
-855
53
$703K 0.39%
7,665
-206
54
$700K 0.39%
5,267
-387
55
$673K 0.37%
15,966
-915
56
$665K 0.37%
4,020
+158
57
$664K 0.37%
3,049
+525
58
$663K 0.37%
8,215
-2,315
59
$646K 0.36%
12,640
60
$641K 0.35%
11,853
-204
61
$641K 0.35%
5,823
+180
62
$622K 0.34%
3,116
-173
63
$617K 0.34%
43,167
-207
64
$609K 0.34%
25,700
-1,500
65
$602K 0.33%
30,015
+15
66
$585K 0.32%
3,584
-480
67
$583K 0.32%
5,096
-21,546
68
$567K 0.31%
4,718
-186
69
$554K 0.31%
7,019
-281
70
$535K 0.3%
9,200
-4,080
71
$529K 0.29%
7,049
+357
72
$522K 0.29%
4,674
-830
73
$509K 0.28%
11,508
-2,878
74
$497K 0.27%
1,752
+186
75
$488K 0.27%
2,711
-18
1 2
3
4 5