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
$130M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$5.45M
3
+$4.41M
4
MSFT icon
Microsoft
MSFT
+$3.57M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.17M

Top Sells

No sells this quarter

Sector Composition

1 Energy 26.98%
2 Technology 9.82%
3 Financials 8.76%
4 Healthcare 7.97%
5 Industrials 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$347K 0.27%
+9,650
77
$340K 0.26%
+7,254
78
$338K 0.26%
+2,434
79
$325K 0.25%
+3,400
80
$323K 0.25%
+1,821
81
$322K 0.25%
+14,956
82
$320K 0.25%
+2,441
83
$320K 0.25%
+2,422
84
$319K 0.24%
+5,588
85
$314K 0.24%
+4,787
86
$306K 0.23%
+6,464
87
$306K 0.23%
+12,855
88
$303K 0.23%
+3,295
89
$302K 0.23%
+2,300
90
$297K 0.23%
+5,635
91
$288K 0.22%
+4,475
92
$286K 0.22%
+5,437
93
$280K 0.22%
+5,670
94
$280K 0.22%
+6,211
95
$278K 0.21%
+2,810
96
$275K 0.21%
+2,055
97
$273K 0.21%
+10,500
98
$272K 0.21%
+1,431
99
$269K 0.21%
+18,075
100
$258K 0.2%
+19,016
2 3
4
5 6