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
$606M
AUM Growth
+$8.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$4.26M
3
+$3.63M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.84M
5
NXPI icon
NXP Semiconductors
NXPI
+$2.67M

Top Sells

1
+$3.08M
2
+$2.79M
3
+$2.79M
4
AMT icon
American Tower
AMT
+$2.7M
5
DVN icon
Devon Energy
DVN
+$2.51M

Sector Composition

1 Energy 17.13%
2 Technology 15.17%
3 Financials 9.6%
4 Consumer Discretionary 5.58%
5 Healthcare 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.56M 0.42%
63,354
-225
52
$2.55M 0.42%
28,175
-245
53
$2.48M 0.41%
+46,388
54
$2.42M 0.4%
23,800
+30
55
$2.13M 0.35%
8,164
+54
56
$1.75M 0.29%
19,638
-95
57
$1.75M 0.29%
7,738
+130
58
$1.72M 0.28%
11,333
-936
59
$1.72M 0.28%
97,222
60
$1.68M 0.28%
11,642
-1,148
61
$1.62M 0.27%
10,419
-1,675
62
$1.59M 0.26%
6,446
+1
63
$1.52M 0.25%
2,878
+1
64
$1.47M 0.24%
6,689
-82
65
$1.47M 0.24%
9,216
66
$1.45M 0.24%
4,994
+377
67
$1.41M 0.23%
9,713
-13
68
$1.38M 0.23%
5,445
-29
69
$1.36M 0.22%
6,404
-138
70
$1.34M 0.22%
5,530
-244
71
$1.31M 0.22%
4,502
+51
72
$1.3M 0.21%
66,228
+5,174
73
$1.3M 0.21%
41,348
-11,000
74
$1.26M 0.21%
2,715
-150
75
$1.17M 0.19%
1,144
-24
1 2
3
4 5