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
$411M
AUM Growth
+$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.51M
3
+$918K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$722K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$619K

Top Sells

1
+$319K
2
+$254K
3
+$221K
4
VBTX
Veritex Holdings
VBTX
+$206K
5
DOW icon
Dow Inc
DOW
+$204K

Sector Composition

1 Technology 15.41%
2 Energy 9.23%
3 Financials 7.6%
4 Healthcare 7.29%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.98M 0.48%
102,750
52
$1.98M 0.48%
23,626
+25
53
$1.95M 0.47%
9,464
+1,253
54
$1.94M 0.47%
8,628
-50
55
$1.93M 0.47%
38,273
+2,740
56
$1.9M 0.46%
5,659
+40
57
$1.89M 0.46%
11,038
-305
58
$1.83M 0.45%
37,983
+645
59
$1.8M 0.44%
31,373
-1,257
60
$1.79M 0.43%
12,058
-34
61
$1.75M 0.43%
7,868
+98
62
$1.71M 0.41%
11,800
-20
63
$1.64M 0.4%
16,316
+200
64
$1.62M 0.39%
25,616
-444
65
$1.54M 0.37%
7,380
-87
66
$1.51M 0.37%
51,330
-690
67
$1.39M 0.34%
10,776
+2
68
$1.33M 0.32%
22,544
-768
69
$1.33M 0.32%
11,564
-365
70
$1.32M 0.32%
25,451
-4,897
71
$1.31M 0.32%
4,914
+102
72
$1.28M 0.31%
6,308
+4
73
$1.24M 0.3%
4,623
+2
74
$1.22M 0.3%
7,040
75
$1.21M 0.29%
8,621
+68
1 2
3
4 5