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
$388M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.33M
3
+$1.74M
4
FISV
Fiserv Inc
FISV
+$1.66M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.56M

Top Sells

1
+$12M
2
+$3.59M
3
+$2.18M
4
CVX icon
Chevron
CVX
+$2.11M
5
MNRL
Brigham Minerals, Inc. Class A Common Stock
MNRL
+$1.44M

Sector Composition

1 Energy 13.9%
2 Technology 12.41%
3 Healthcare 8.8%
4 Financials 8.05%
5 Consumer Staples 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.86M 0.48%
53,217
+12,541
52
$1.86M 0.48%
111,399
+12,120
53
$1.79M 0.46%
11,829
-233
54
$1.78M 0.46%
3,654
-58
55
$1.74M 0.45%
+60,363
56
$1.72M 0.44%
23,093
+436
57
$1.7M 0.44%
9,497
-11,740
58
$1.66M 0.43%
+16,461
59
$1.59M 0.41%
7,400
-81
60
$1.57M 0.4%
17,655
-557
61
$1.51M 0.39%
14,095
-555
62
$1.48M 0.38%
5,631
-105
63
$1.47M 0.38%
8,664
-75
64
$1.43M 0.37%
22,496
-618
65
$1.4M 0.36%
27,301
-641
66
$1.35M 0.35%
28,366
-1,555
67
$1.26M 0.33%
94,222
-6,257
68
$1.24M 0.32%
5,018
+2
69
$1.24M 0.32%
6,220
-258
70
$1.16M 0.3%
16,554
+3,247
71
$1.16M 0.3%
10,588
-62
72
$1.14M 0.29%
5,188
+2
73
$1.11M 0.29%
6,019
+3,752
74
$1.04M 0.27%
43,248
75
$1.01M 0.26%
2,907
-17
1 2
3
4 5