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
$561M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$6.05M
3
+$1.55M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.44M
5
IAU icon
iShares Gold Trust
IAU
+$1.36M

Top Sells

1
+$4M
2
+$3.5M
3
+$881K
4
LMT icon
Lockheed Martin
LMT
+$420K
5
INTC icon
Intel
INTC
+$291K

Sector Composition

1 Energy 19.05%
2 Technology 14.87%
3 Financials 8.1%
4 Healthcare 6.91%
5 Consumer Discretionary 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.48M 0.44%
64,054
+24
52
$2.22M 0.4%
13,830
+80
53
$2.2M 0.39%
23,737
+19
54
$2.11M 0.38%
14,468
+234
55
$2.09M 0.37%
12,682
+3,008
56
$2.08M 0.37%
12,590
-29
57
$2.05M 0.37%
30,248
+270
58
$1.64M 0.29%
97,222
59
$1.57M 0.28%
12,669
60
$1.54M 0.27%
18,732
+100
61
$1.53M 0.27%
14,415
+472
62
$1.53M 0.27%
52,848
-24
63
$1.52M 0.27%
7,130
+4
64
$1.46M 0.26%
5,473
+250
65
$1.45M 0.26%
9,294
+1,836
66
$1.42M 0.25%
6,444
+1
67
$1.39M 0.25%
9,216
68
$1.29M 0.23%
2,919
+12
69
$1.26M 0.22%
5,861
+231
70
$1.22M 0.22%
6,149
71
$1.19M 0.21%
50,571
72
$1.19M 0.21%
4,661
+92
73
$1.19M 0.21%
6,860
+1,121
74
$1.16M 0.21%
4,538
+41
75
$1.14M 0.2%
5,010
+20
1 2
3
4 5