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
$301M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$991K
3
+$987K
4
CVX icon
Chevron
CVX
+$906K
5
GM icon
General Motors
GM
+$755K

Top Sells

1
+$940K
2
+$835K
3
+$695K
4
META icon
Meta Platforms (Facebook)
META
+$651K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$471K

Sector Composition

1 Technology 13.81%
2 Energy 10.19%
3 Financials 8.23%
4 Healthcare 6.03%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.54M 0.51%
9,654
-175
52
$1.53M 0.51%
33,879
-579
53
$1.53M 0.51%
23,542
+34
54
$1.53M 0.51%
45,330
+1,425
55
$1.51M 0.5%
15,580
+5,294
56
$1.47M 0.49%
6,654
+1,627
57
$1.45M 0.48%
6,658
-50
58
$1.35M 0.45%
25,165
+12,240
59
$1.27M 0.42%
33,108
+3,012
60
$1.27M 0.42%
15,516
61
$1.23M 0.41%
+6,477
62
$1.18M 0.39%
22,881
-364
63
$1.15M 0.38%
13,716
+4,977
64
$1.11M 0.37%
12,640
65
$1.06M 0.35%
7,811
-2,294
66
$1.04M 0.35%
4,561
+1,051
67
$1.02M 0.34%
3,640
+5
68
$991K 0.33%
+6,912
69
$989K 0.33%
4,411
-46
70
$983K 0.33%
9,500
-220
71
$969K 0.32%
5,250
+315
72
$940K 0.31%
17,840
+4,910
73
$887K 0.29%
40,270
+4,727
74
$856K 0.28%
7,145
-255
75
$853K 0.28%
2,309
-375
1 2
3
4 5