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
$353M
AUM Growth
+$52.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2.57M
3
+$1.43M
4
AAPL icon
Apple
AAPL
+$1.37M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$1.28M

Top Sells

1
+$1.63M
2
+$642K
3
+$506K
4
AMGN icon
Amgen
AMGN
+$412K
5
PTMC icon
Pacer Trendpilot US Mid Cap ETF
PTMC
+$353K

Sector Composition

1 Technology 14.14%
2 Energy 9.95%
3 Financials 8.12%
4 Healthcare 6.72%
5 Consumer Discretionary 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.86M 0.53%
16,535
+955
52
$1.85M 0.52%
48,915
+3,585
53
$1.83M 0.52%
32,591
+4,013
54
$1.78M 0.5%
29,480
+4,315
55
$1.78M 0.5%
7,745
+1,091
56
$1.75M 0.5%
12,136
+4,325
57
$1.71M 0.49%
23,568
+26
58
$1.68M 0.48%
47,312
-9,950
59
$1.67M 0.47%
35,547
+1,668
60
$1.63M 0.46%
7,445
+787
61
$1.47M 0.42%
11,760
+2,260
62
$1.37M 0.39%
25,788
+2,907
63
$1.37M 0.39%
10,669
+4,982
64
$1.34M 0.38%
15,516
65
$1.33M 0.38%
33,877
+769
66
$1.28M 0.36%
+35,704
67
$1.27M 0.36%
23,537
+5,697
68
$1.23M 0.35%
12,339
-301
69
$1.2M 0.34%
6,104
-373
70
$1.19M 0.34%
7,698
+786
71
$1.17M 0.33%
6,635
+1,385
72
$1.13M 0.32%
4,562
+1
73
$1.09M 0.31%
3,785
+145
74
$1.05M 0.3%
4,563
+152
75
$1.05M 0.3%
52,520
+1,040
1 2
3
4 5