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
$400M
AUM Growth
-$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$566K
2
+$461K
3
+$314K
4
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$312K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$230K

Top Sells

1
+$784K
2
+$780K
3
+$416K
4
IAU icon
iShares Gold Trust
IAU
+$408K
5
UL icon
Unilever
UL
+$404K

Sector Composition

1 Technology 14.95%
2 Energy 12.2%
3 Healthcare 8.44%
4 Financials 8.21%
5 Consumer Discretionary 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.99M 0.5%
13,752
-17
52
$1.98M 0.49%
7,426
+24
53
$1.92M 0.48%
27,779
-800
54
$1.89M 0.47%
14,253
+15
55
$1.65M 0.41%
30,975
-204
56
$1.61M 0.4%
23,560
57
$1.46M 0.36%
10,002
-1,033
58
$1.37M 0.34%
97,222
+3,000
59
$1.33M 0.33%
7,194
-117
60
$1.29M 0.32%
6,220
61
$1.29M 0.32%
23,933
-578
62
$1.23M 0.31%
5,220
+1
63
$1.22M 0.31%
50,571
-1,472
64
$1.22M 0.31%
14,700
+170
65
$1.22M 0.3%
12,120
66
$1.21M 0.3%
2,968
-77
67
$1.19M 0.3%
4,523
-98
68
$1.19M 0.3%
43,471
+223
69
$1.16M 0.29%
16,206
+1
70
$1.15M 0.29%
2,907
71
$1.13M 0.28%
20,200
-147
72
$1.12M 0.28%
6,659
-414
73
$979K 0.24%
31,037
74
$967K 0.24%
9,216
-560
75
$958K 0.24%
5,585
-2,426
1 2
3
4 5