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
$274M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$1.71M
3
+$1.33M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.31M
5
IAU icon
iShares Gold Trust
IAU
+$1.26M

Top Sells

1
+$917K
2
+$722K
3
+$670K
4
GLD icon
SPDR Gold Trust
GLD
+$597K
5
MDT icon
Medtronic
MDT
+$589K

Sector Composition

1 Technology 15.31%
2 Financials 7.44%
3 Energy 7.43%
4 Healthcare 6.22%
5 Consumer Discretionary 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.28M 0.47%
7,546
+1,760
52
$1.16M 0.42%
30,096
+3,421
53
$1.11M 0.41%
4,951
+906
54
$1.09M 0.4%
7,530
+1,882
55
$1.07M 0.39%
12,640
56
$1.07M 0.39%
4,391
+861
57
$1.04M 0.38%
23,245
-1,005
58
$993K 0.36%
3,635
+30
59
$991K 0.36%
6,241
+1,639
60
$990K 0.36%
15,516
61
$986K 0.36%
5,027
+247
62
$982K 0.36%
34,768
+4,625
63
$956K 0.35%
4,457
-48
64
$953K 0.35%
2,684
+25
65
$950K 0.35%
5,305
+1,206
66
$948K 0.35%
2,036
-10
67
$924K 0.34%
10,286
+3,416
68
$894K 0.33%
4,935
+35
69
$862K 0.31%
12,619
-402
70
$851K 0.31%
9,720
-100
71
$845K 0.31%
7,216
-5,032
72
$833K 0.3%
63,800
+3,800
73
$810K 0.3%
7,400
-25
74
$809K 0.3%
3,192
75
$805K 0.29%
5,788
-255
1 2
3
4 5