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
$359M
AUM Growth
+$5.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$984K
3
+$838K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$633K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$483K

Top Sells

1
+$2.06M
2
+$572K
3
+$387K
4
ACC
American Campus Communities, Inc.
ACC
+$374K
5
GM icon
General Motors
GM
+$356K

Sector Composition

1 Technology 14.47%
2 Energy 9.65%
3 Financials 8.2%
4 Healthcare 6.85%
5 Consumer Discretionary 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.91M 0.53%
5,619
-65
52
$1.86M 0.52%
11,343
-325
53
$1.84M 0.51%
8,678
-390
54
$1.82M 0.51%
102,750
55
$1.75M 0.49%
12,092
-44
56
$1.74M 0.49%
23,601
+33
57
$1.74M 0.48%
37,338
+1,791
58
$1.7M 0.47%
7,770
+25
59
$1.64M 0.46%
30,348
-2,243
60
$1.58M 0.44%
7,467
+22
61
$1.58M 0.44%
32,630
-7,724
62
$1.57M 0.44%
11,820
+60
63
$1.49M 0.41%
16,116
+600
64
$1.42M 0.4%
26,060
+272
65
$1.38M 0.38%
10,774
+105
66
$1.35M 0.38%
8,211
+513
67
$1.25M 0.35%
32,145
-1,732
68
$1.22M 0.34%
23,312
-225
69
$1.21M 0.34%
11,929
-410
70
$1.19M 0.33%
4,812
+250
71
$1.18M 0.33%
6,304
+200
72
$1.14M 0.32%
6,733
+98
73
$1.11M 0.31%
4,621
+58
74
$1.09M 0.3%
31,037
-16,275
75
$1.08M 0.3%
52,020
-500
1 2
3
4 5