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
$632M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$3.61M
3
+$2.25M
4
IAU icon
iShares Gold Trust
IAU
+$2.23M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.62M

Top Sells

1
+$4.94M
2
+$2.25M
3
+$1.81M
4
ALL icon
Allstate
ALL
+$1.22M
5
WMT icon
Walmart
WMT
+$1.18M

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
DIVO icon
51
Amplify CWP Enhanced Dividend Income ETF
DIVO
$5.27B
$2.7M 0.43%
63,404
-2,975
IQV icon
52
IQVIA
IQV
$37.6B
$2.69M 0.42%
17,052
+521
IBM icon
53
IBM
IBM
$286B
$2.67M 0.42%
9,054
-545
IVW icon
54
iShares S&P 500 Growth ETF
IVW
$66.2B
$2.63M 0.42%
23,851
+26
AMGN icon
55
Amgen
AMGN
$181B
$2.29M 0.36%
8,214
+49
VOO icon
56
Vanguard S&P 500 ETF
VOO
$765B
$1.91M 0.3%
3,368
+387
RSP icon
57
Invesco S&P 500 Equal Weight ETF
RSP
$73.7B
$1.91M 0.3%
10,486
+6,787
GLD icon
58
SPDR Gold Trust
GLD
$131B
$1.8M 0.29%
5,918
+70
CSQ icon
59
Calamos Strategic Total Return Fund
CSQ
$2.98B
$1.78M 0.28%
97,722
QQQ icon
60
Invesco QQQ Trust
QQQ
$387B
$1.77M 0.28%
3,202
+697
HON icon
61
Honeywell
HON
$126B
$1.63M 0.26%
7,010
-397
JNJ icon
62
Johnson & Johnson
JNJ
$472B
$1.58M 0.25%
10,321
-815
MA icon
63
Mastercard
MA
$490B
$1.58M 0.25%
2,803
-44
RJF icon
64
Raymond James Financial
RJF
$31.4B
$1.56M 0.25%
10,154
VTWO icon
65
Vanguard Russell 2000 ETF
VTWO
$12.5B
$1.55M 0.25%
17,813
-125
IYW icon
66
iShares US Technology ETF
IYW
$22.4B
$1.51M 0.24%
8,706
-380
LOW icon
67
Lowe's Companies
LOW
$128B
$1.5M 0.24%
6,775
+328
VTI icon
68
Vanguard Total Stock Market ETF
VTI
$547B
$1.39M 0.22%
4,565
-252
CVX icon
69
Chevron
CVX
$315B
$1.31M 0.21%
9,158
-668
VHT icon
70
Vanguard Health Care ETF
VHT
$16.8B
$1.3M 0.21%
5,247
+1
EPD icon
71
Enterprise Products Partners
EPD
$69.8B
$1.28M 0.2%
41,348
ET icon
72
Energy Transfer Partners
ET
$58.4B
$1.27M 0.2%
69,928
MCD icon
73
McDonald's
MCD
$219B
$1.24M 0.2%
4,251
-115
ADI icon
74
Analog Devices
ADI
$116B
$1.18M 0.19%
4,947
-1,076
BX icon
75
Blackstone
BX
$109B
$1.13M 0.18%
7,540
+2,005
1 2
3
4 5