MWA

Meridian Wealth Advisors Portfolio holdings

AUM $722M
1-Year Est. Return 16.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$632M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$3.39M
3
+$2.22M
4
AVGO icon
Broadcom
AVGO
+$1.77M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.52M

Top Sells

1
+$4.46M
2
+$2.3M
3
+$1.67M
4
ALL icon
Allstate
ALL
+$1.21M
5
WMT icon
Walmart Inc
WMT
+$1.15M

Sector Composition

1 Technology 16.15%
2 Energy 12.07%
3 Financials 9.16%
4 Consumer Discretionary 5.29%
5 Healthcare 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.7M 0.43%
63,404
-2,975
52
$2.69M 0.42%
17,052
+521
53
$2.67M 0.42%
9,054
-545
54
$2.63M 0.42%
23,851
+26
55
$2.29M 0.36%
8,214
+49
56
$1.91M 0.3%
3,368
+387
57
$1.91M 0.3%
10,486
+6,787
58
$1.8M 0.29%
5,918
+70
59
$1.78M 0.28%
97,722
60
$1.77M 0.28%
3,202
+697
61
$1.63M 0.26%
7,438
-421
62
$1.58M 0.25%
10,321
-815
63
$1.58M 0.25%
2,803
-44
64
$1.56M 0.25%
10,154
65
$1.55M 0.25%
17,813
-125
66
$1.51M 0.24%
8,706
-380
67
$1.5M 0.24%
6,775
+328
68
$1.39M 0.22%
4,565
-252
69
$1.31M 0.21%
9,158
-668
70
$1.3M 0.21%
5,247
+1
71
$1.28M 0.2%
41,348
72
$1.27M 0.2%
69,928
73
$1.24M 0.2%
4,251
-115
74
$1.18M 0.19%
4,947
-1,076
75
$1.13M 0.18%
7,540
+2,005
1 2
3
4 5