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
$216M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$862K
3
+$802K
4
DHR icon
Danaher
DHR
+$717K
5
UNH icon
UnitedHealth
UNH
+$627K

Top Sells

1
+$11.6M
2
+$1.37M
3
+$515K
4
PFE icon
Pfizer
PFE
+$411K
5
MNRL
Brigham Minerals, Inc. Class A Common Stock
MNRL
+$282K

Sector Composition

1 Technology 12.67%
2 Energy 10.6%
3 Financials 6.86%
4 Healthcare 6.75%
5 Consumer Discretionary 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$944K 0.44%
3,652
+603
52
$935K 0.43%
6,467
+1,084
53
$932K 0.43%
5,051
+1,031
54
$860K 0.4%
9,389
+1,174
55
$853K 0.39%
3,534
+418
56
$853K 0.39%
12,640
57
$842K 0.39%
16,458
+6,855
58
$840K 0.39%
4,360
-10
59
$806K 0.37%
8,312
+647
60
$798K 0.37%
3,418
+126
61
$784K 0.36%
5,596
+329
62
$775K 0.36%
3,611
+27
63
$774K 0.36%
2,136
+384
64
$748K 0.35%
6,254
+431
65
$737K 0.34%
40,543
-2,624
66
$729K 0.34%
4,447
+1,019
67
$717K 0.33%
+4,575
68
$712K 0.33%
11,892
+39
69
$712K 0.33%
15,516
-450
70
$708K 0.33%
4,947
-149
71
$687K 0.32%
5,085
+1,621
72
$679K 0.31%
9,600
+400
73
$655K 0.3%
7,165
+146
74
$649K 0.3%
12,839
+5,331
75
$642K 0.3%
4,854
+136
1 2
3
4 5