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
$413M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$616K
3
+$442K
4
UL icon
Unilever
UL
+$404K
5
NKE icon
Nike
NKE
+$398K

Top Sells

1
+$2.35M
2
+$2.12M
3
+$1.88M
4
WMT icon
Walmart Inc. Common Stock
WMT
+$565K
5
SYY icon
Sysco
SYY
+$550K

Sector Composition

1 Technology 15.59%
2 Energy 10.61%
3 Healthcare 8.58%
4 Financials 8.07%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.16M 0.52%
17,878
+323
52
$2.11M 0.51%
73,402
-888
53
$2.04M 0.49%
7,402
+21
54
$1.82M 0.44%
8,208
-460
55
$1.67M 0.41%
11,035
-1,268
56
$1.66M 0.4%
23,560
+48
57
$1.63M 0.4%
31,179
-10,776
58
$1.52M 0.37%
7,311
-1,181
59
$1.43M 0.35%
8,011
-263
60
$1.4M 0.34%
6,220
61
$1.4M 0.34%
3,045
-590
62
$1.39M 0.34%
94,222
63
$1.38M 0.33%
4,621
-1,013
64
$1.37M 0.33%
52,043
65
$1.28M 0.31%
5,219
+200
66
$1.27M 0.31%
24,511
-3,698
67
$1.26M 0.3%
14,530
-250
68
$1.26M 0.3%
12,120
-2,250
69
$1.23M 0.3%
16,205
-350
70
$1.23M 0.3%
20,347
-2,149
71
$1.14M 0.28%
2,907
72
$1.14M 0.28%
43,248
73
$1.11M 0.27%
7,073
-573
74
$1.06M 0.26%
9,776
-1,138
75
$1.04M 0.25%
9,382
+3,610
1 2
3
4 5