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
$376M
AUM Growth
-$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$8.74M
2
+$2.16M
3
+$961K
4
T icon
AT&T
T
+$865K
5
APD icon
Air Products & Chemicals
APD
+$684K

Top Sells

1
+$10.1M
2
+$4.44M
3
+$1.87M
4
AAPL icon
Apple
AAPL
+$1.58M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.04M

Sector Composition

1 Energy 14.64%
2 Technology 13.43%
3 Healthcare 8.34%
4 Financials 7.75%
5 Consumer Staples 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.72M 0.46%
11,962
+2,131
52
$1.69M 0.45%
10,019
-40
53
$1.66M 0.44%
7,575
-146
54
$1.65M 0.44%
3,828
+453
55
$1.64M 0.44%
40,512
+1,809
56
$1.58M 0.42%
6,591
+2,844
57
$1.56M 0.42%
119,250
+6,500
58
$1.51M 0.4%
10,950
+283
59
$1.49M 0.39%
60,277
+21,127
60
$1.46M 0.39%
92,954
+30,329
61
$1.42M 0.38%
22,614
-2,924
62
$1.41M 0.37%
23,337
+39
63
$1.41M 0.37%
15,716
+200
64
$1.39M 0.37%
122,315
65
$1.35M 0.36%
25,715
+3,348
66
$1.31M 0.35%
5,327
+357
67
$1.29M 0.34%
11,236
-18
68
$1.27M 0.34%
25,397
-986
69
$1.27M 0.34%
29,724
+2,821
70
$1.22M 0.33%
24,122
-3,067
71
$1.18M 0.31%
10,880
+1,218
72
$1.18M 0.31%
5,016
+151
73
$1.16M 0.31%
6,630
+1,417
74
$1.11M 0.3%
16,257
-8,009
75
$1.07M 0.28%
31,037
1 2
3
4 5