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
$598M
AUM Growth
+$37.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$3.14M
3
+$2.24M
4
IAU icon
iShares Gold Trust
IAU
+$1.22M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.02M

Top Sells

1
+$2.98M
2
+$1.53M
3
+$1.49M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.08M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$762K

Sector Composition

1 Energy 18.53%
2 Technology 14.4%
3 Financials 8.55%
4 Healthcare 6.36%
5 Consumer Discretionary 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.62M 0.44%
63,579
-475
52
$2.61M 0.44%
8,110
+102
53
$2.29M 0.38%
28,420
-1,828
54
$2.28M 0.38%
23,770
+33
55
$2.09M 0.35%
12,269
-321
56
$2.07M 0.35%
12,790
-1,678
57
$1.76M 0.29%
19,733
+1,001
58
$1.75M 0.29%
6,445
+1
59
$1.69M 0.28%
97,222
60
$1.57M 0.26%
7,608
+478
61
$1.54M 0.26%
5,474
+1
62
$1.52M 0.25%
52,348
-500
63
$1.51M 0.25%
6,542
+1,532
64
$1.5M 0.25%
6,771
-89
65
$1.48M 0.25%
12,094
-575
66
$1.43M 0.24%
9,726
+432
67
$1.42M 0.24%
2,877
-42
68
$1.4M 0.23%
5,774
-87
69
$1.4M 0.23%
9,216
70
$1.36M 0.23%
4,451
-87
71
$1.31M 0.22%
4,617
+625
72
$1.29M 0.22%
2,865
+21
73
$1.27M 0.21%
2,169
+207
74
$1.17M 0.2%
40,475
+1,039
75
$1.15M 0.19%
4,002
-659
1 2
3
4 5