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
$143M
AUM Growth
+$6.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$508K
2
+$499K
3
+$428K
4
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$294K
5
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$238K

Top Sells

1
+$1.11M
2
+$932K
3
+$544K
4
KRP icon
Kimbell Royalty Partners
KRP
+$421K
5
ABBV icon
AbbVie
ABBV
+$420K

Sector Composition

1 Energy 27.02%
2 Technology 9.94%
3 Financials 8.13%
4 Healthcare 6.54%
5 Industrials 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$419K 0.29%
5,950
-2,200
77
$411K 0.29%
3,510
78
$405K 0.28%
7,649
+204
79
$402K 0.28%
9,264
80
$396K 0.28%
2,434
81
$388K 0.27%
1,022
+125
82
$387K 0.27%
4,945
-350
83
$377K 0.26%
7,459
84
– –
0
85
$369K 0.26%
5,885
-250
86
$367K 0.26%
1,891
-53
87
– –
0
88
$348K 0.24%
2,319
+17
89
$346K 0.24%
4,475
90
$341K 0.24%
12,355
91
$340K 0.24%
6,504
92
$335K 0.23%
2,810
93
$334K 0.23%
1,609
-120
94
$315K 0.22%
2,476
+147
95
$310K 0.22%
2,496
96
$295K 0.21%
8,490
-366
97
$294K 0.21%
+12,000
98
$292K 0.2%
1,939
99
$283K 0.2%
1,554
100
$276K 0.19%
2,557
-30
2 3
4
5 6