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
$233M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$3.8M
3
+$1.71M
4
GLD icon
SPDR Gold Trust
GLD
+$813K
5
VUG icon
Vanguard Growth ETF
VUG
+$727K

Top Sells

1
+$3.63M
2
+$2.68M
3
+$1.86M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$909K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$565K

Sector Composition

1 Technology 14.96%
2 Healthcare 6.96%
3 Financials 6.75%
4 Energy 6.74%
5 Consumer Discretionary 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$989K 0.43%
4,505
-546
52
$978K 0.42%
4,045
+393
53
$972K 0.42%
26,675
+12,175
54
$965K 0.41%
5,476
+1,029
55
$955K 0.41%
24,250
-4,526
56
$951K 0.41%
12,640
57
$907K 0.39%
5,786
+190
58
$903K 0.39%
2,046
-90
59
$878K 0.38%
9,322
+1,010
60
$840K 0.36%
6,043
-211
61
$825K 0.35%
4,973
-112
62
$812K 0.35%
60,000
+11,400
63
$808K 0.35%
7,425
+260
64
$801K 0.34%
3,530
+112
65
$753K 0.32%
15,516
66
$727K 0.31%
2,616
+253
67
$727K 0.31%
+3,192
68
$725K 0.31%
13,021
+182
69
$722K 0.31%
9,820
+220
70
$716K 0.31%
4,780
-167
71
$716K 0.31%
3,510
-850
72
$701K 0.3%
12,203
-4,255
73
$685K 0.29%
5,648
-116
74
$682K 0.29%
3,571
-1,004
75
$673K 0.29%
2,979
-632
1 2
3
4 5