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
$431M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$1.71M
3
+$1.59M
4
IAU icon
iShares Gold Trust
IAU
+$1.37M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.12M

Top Sells

1
+$2.49M
2
+$2.38M
3
+$1.19M
4
ACC
American Campus Communities, Inc.
ACC
+$503K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$376K

Sector Composition

1 Technology 15.02%
2 Energy 12.23%
3 Financials 8.64%
4 Healthcare 7.15%
5 Consumer Discretionary 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.13M 0.49%
15,240
+3,440
52
$2.1M 0.49%
44,955
+6,682
53
$2.01M 0.47%
24,266
-2,699
54
$1.98M 0.46%
112,750
+10,000
55
$1.92M 0.45%
38,703
+720
56
$1.91M 0.44%
11,382
+4,342
57
$1.82M 0.42%
10,059
-979
58
$1.79M 0.41%
9,176
+1,796
59
$1.78M 0.41%
23,298
-328
60
$1.71M 0.4%
15,516
-800
61
$1.69M 0.39%
10,667
+1,203
62
$1.58M 0.37%
25,538
+2,994
63
$1.54M 0.36%
5,380
+1,175
64
$1.5M 0.35%
9,831
+2,878
65
$1.5M 0.35%
26,903
+1,287
66
$1.49M 0.35%
3,375
+730
67
$1.49M 0.34%
11,254
-804
68
$1.39M 0.32%
6,774
-1,094
69
$1.39M 0.32%
27,189
+1,738
70
$1.33M 0.31%
26,383
+4,950
71
$1.28M 0.3%
5,776
+117
72
$1.25M 0.29%
22,391
-8,982
73
$1.24M 0.29%
4,865
-49
74
$1.23M 0.29%
4,970
+347
75
$1.16M 0.27%
5,960
-348
1 2
3
4 5