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
$137M
AUM Growth
+$6.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$4.9M
3
+$4.76M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$2.15M
5
PTMC icon
Pacer Trendpilot US Mid Cap ETF
PTMC
+$1.03M

Top Sells

1
+$2.38M
2
+$2.3M
3
+$1.31M
4
EPD icon
Enterprise Products Partners
EPD
+$913K
5
AMLP icon
Alerian MLP ETF
AMLP
+$769K

Sector Composition

1 Energy 29.21%
2 Technology 9.46%
3 Financials 7.69%
4 Healthcare 6.81%
5 Industrials 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$401K 0.29%
7,459
+205
77
$394K 0.29%
16,645
+1,689
78
$393K 0.29%
2,280
79
$390K 0.28%
2,441
80
$384K 0.28%
9,264
-386
81
$383K 0.28%
2,434
82
$370K 0.27%
6,135
+500
83
$365K 0.27%
3,510
+215
84
– –
-5,588
85
$336K 0.24%
4,475
86
$328K 0.24%
1,729
-92
87
$320K 0.23%
2,810
88
$318K 0.23%
12,355
-500
89
$310K 0.23%
+1,944
90
$305K 0.22%
6,504
+40
91
$298K 0.22%
7,445
+727
92
$288K 0.21%
2,329
-2,853
93
$283K 0.21%
8,856
-885
94
$283K 0.21%
1,554
+450
95
$278K 0.2%
1,939
96
$273K 0.2%
2,496
97
$270K 0.2%
2,587
-22,757
98
$269K 0.2%
897
99
$269K 0.2%
3,138
-1,957
100
$264K 0.19%
1,954
2 3
4
5 6