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
$589M
AUM Growth
-$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$4.15M
3
+$3.27M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.23M
5
IAU icon
iShares Gold Trust
IAU
+$2.15M

Top Sells

1
+$6.35M
2
+$4.12M
3
+$2.8M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.26M
5
AMT icon
American Tower
AMT
+$765K

Sector Composition

1 Energy 16.06%
2 Technology 14.79%
3 Financials 9.34%
4 Healthcare 5.77%
5 Consumer Discretionary 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.39M 0.41%
9,599
+2,910
52
$2.21M 0.38%
23,825
+25
53
$2.2M 0.37%
13,122
-415
54
$1.85M 0.31%
11,136
-506
55
$1.69M 0.29%
5,848
+318
56
$1.64M 0.28%
9,826
+113
57
$1.58M 0.27%
97,722
+500
58
$1.57M 0.27%
7,407
-331
59
$1.56M 0.26%
2,847
-31
60
$1.53M 0.26%
2,981
-4,394
61
$1.5M 0.26%
6,447
+1
62
$1.47M 0.25%
9,833
-1,500
63
$1.45M 0.25%
17,938
-1,700
64
$1.41M 0.24%
41,348
65
$1.41M 0.24%
10,154
-265
66
$1.39M 0.24%
5,246
-199
67
$1.36M 0.23%
4,366
-136
68
$1.32M 0.22%
4,817
-177
69
$1.3M 0.22%
69,928
+3,700
70
$1.28M 0.22%
9,086
-130
71
$1.21M 0.21%
6,023
-381
72
$1.17M 0.2%
2,505
+667
73
$1.12M 0.19%
3,696
-94
74
$1.07M 0.18%
31,037
75
$1.05M 0.18%
2,401
-314
1 2
3
4 5