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
$457M
AUM Growth
+$56.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$2.26M
3
+$571K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$285K
5
MSFT icon
Microsoft
MSFT
+$278K

Top Sells

1
+$1.99M
2
+$1.89M
3
+$1.29M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$890K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$659K

Sector Composition

1 Technology 15.48%
2 Energy 14.45%
3 Financials 8.57%
4 Healthcare 8.34%
5 Consumer Discretionary 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.33M 0.51%
14,838
-141
52
$2.25M 0.49%
7,430
+4
53
$2.15M 0.47%
12,669
54
$2.11M 0.46%
27,689
-90
55
$1.92M 0.42%
13,128
-624
56
$1.78M 0.39%
23,696
+136
57
$1.58M 0.34%
29,973
-1,002
58
$1.53M 0.34%
13,750
-950
59
$1.51M 0.33%
7,199
+5
60
$1.45M 0.32%
97,222
61
$1.44M 0.32%
6,476
+256
62
$1.44M 0.31%
9,795
-207
63
$1.42M 0.31%
17,506
+1,300
64
$1.4M 0.31%
53,248
+9,777
65
$1.35M 0.3%
12,120
66
$1.34M 0.29%
4,526
+3
67
$1.31M 0.29%
2,896
-72
68
$1.31M 0.29%
5,222
+2
69
$1.24M 0.27%
2,907
70
$1.19M 0.26%
50,571
71
$1.17M 0.26%
19,934
-266
72
$1.17M 0.26%
23,250
-683
73
$1.14M 0.25%
7,626
+967
74
$1.13M 0.25%
9,216
75
$1.03M 0.23%
5,405
-180
1 2
3
4 5