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
$532M
AUM Growth
+$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$901K
3
+$596K
4
COST icon
Costco
COST
+$474K
5
DEO icon
Diageo
DEO
+$437K

Top Sells

1
+$780K
2
+$571K
3
+$259K
4
BMY icon
Bristol-Myers Squibb
BMY
+$208K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$201K

Sector Composition

1 Energy 18.87%
2 Technology 14.4%
3 Financials 8.47%
4 Healthcare 7.7%
5 Consumer Discretionary 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.28M 0.43%
8,008
-190
52
$2.25M 0.42%
14,234
-604
53
$2.21M 0.41%
12,619
-50
54
$2.17M 0.41%
8,966
-558
55
$2.15M 0.4%
13,943
+815
56
$2M 0.38%
23,718
+22
57
$1.82M 0.34%
13,750
58
$1.8M 0.34%
29,978
+5
59
$1.64M 0.31%
6,443
-33
60
$1.63M 0.31%
12,669
+549
61
$1.59M 0.3%
97,222
62
$1.58M 0.3%
18,632
+1,126
63
$1.57M 0.29%
9,674
-121
64
$1.54M 0.29%
52,872
-376
65
$1.46M 0.27%
7,126
-73
66
$1.41M 0.27%
5,223
+1
67
$1.4M 0.26%
2,907
68
$1.3M 0.24%
2,861
-35
69
$1.27M 0.24%
4,497
-29
70
$1.25M 0.23%
50,571
71
$1.24M 0.23%
9,216
72
$1.18M 0.22%
4,569
+2
73
$1.18M 0.22%
7,458
-168
74
$1.16M 0.22%
23,264
+14
75
$1.16M 0.22%
5,630
+225
1 2
3
4 5