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
$399M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$723K
3
+$632K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$572K
5
CMCSA icon
Comcast
CMCSA
+$566K

Top Sells

1
+$3.68M
2
+$2.54M
3
+$1.86M
4
MPC icon
Marathon Petroleum
MPC
+$1.25M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.09M

Sector Composition

1 Technology 14.95%
2 Energy 11.5%
3 Healthcare 8.26%
4 Financials 7.87%
5 Consumer Staples 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.06M 0.52%
41,955
+300
52
$1.83M 0.46%
12,303
+474
53
$1.83M 0.46%
17,555
-100
54
$1.8M 0.45%
7,381
-19
55
$1.78M 0.45%
9,322
+3,303
56
$1.76M 0.44%
63,320
57
$1.72M 0.43%
3,635
-19
58
$1.62M 0.41%
8,492
-354
59
$1.58M 0.39%
5,634
+3
60
$1.52M 0.38%
8,274
-390
61
$1.5M 0.38%
23,512
-39,736
62
$1.47M 0.37%
28,209
-157
63
$1.4M 0.35%
22,496
64
$1.34M 0.34%
14,370
+275
65
$1.32M 0.33%
94,222
66
$1.25M 0.31%
7,646
-1,851
67
$1.24M 0.31%
6,220
68
$1.2M 0.3%
5,019
+1
69
$1.19M 0.3%
16,555
+1
70
$1.18M 0.29%
52,043
-8,320
71
$1.12M 0.28%
43,248
72
$1.11M 0.28%
27,277
-24
73
$1.07M 0.27%
10,588
74
$1.06M 0.26%
2,907
75
$1.01M 0.25%
10,914
1 2
3
4 5