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
$355M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$243K
3
+$234K
4
IAU icon
iShares Gold Trust
IAU
+$219K
5
ORCL icon
Oracle
ORCL
+$201K

Top Sells

1
+$4.18M
2
+$2.14M
3
+$1.75M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.06M
5
ACC
American Campus Communities, Inc.
ACC
+$858K

Sector Composition

1 Energy 14.04%
2 Technology 13.12%
3 Healthcare 8.36%
4 Financials 7.2%
5 Consumer Staples 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.65M 0.46%
9,856
-441
52
$1.63M 0.46%
10,360
-590
53
$1.58M 0.44%
5,732
-865
54
$1.57M 0.44%
7,481
-94
55
$1.52M 0.43%
12,062
+100
56
$1.45M 0.41%
14,650
-1,066
57
$1.44M 0.41%
58,303
-1,974
58
$1.43M 0.4%
3,712
-116
59
$1.35M 0.38%
23,393
+56
60
$1.35M 0.38%
8,739
-1,280
61
$1.32M 0.37%
5,736
+409
62
$1.29M 0.36%
23,114
+500
63
$1.26M 0.36%
5,420
-1,171
64
$1.26M 0.35%
100,479
-18,771
65
$1.22M 0.34%
27,942
+2,227
66
$1.22M 0.34%
6,478
-152
67
$1.2M 0.34%
29,921
+197
68
$1.19M 0.34%
40,676
-8,927
69
$1.12M 0.32%
5,016
70
$1.04M 0.29%
3,183
+713
71
$1.03M 0.29%
10,650
-230
72
$1.03M 0.29%
43,248
+610
73
$998K 0.28%
31,037
74
$970K 0.27%
25,538
+1,416
75
$943K 0.27%
5,186
+325
1 2
3
4 5