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
$234M
AUM Growth
+$90.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$8.78M
3
+$7.41M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.19M
5
IAU icon
iShares Gold Trust
IAU
+$5.04M

Top Sells

1
+$410K
2
+$402K
3
+$295K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$276K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$274K

Sector Composition

1 Energy 15.59%
2 Technology 11.21%
3 Financials 6.52%
4 Healthcare 5.6%
5 Industrials 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$597K 0.26%
7,516
+519
77
$589K 0.25%
3,510
+200
78
$580K 0.25%
11,257
+3,798
79
$580K 0.25%
2,779
+888
80
$579K 0.25%
6,692
+1,075
81
$574K 0.25%
3,424
+93
82
$572K 0.24%
2,662
+1,053
83
$555K 0.24%
+2,510
84
$547K 0.23%
1,228
+748
85
$532K 0.23%
+4,156
86
$525K 0.22%
89,866
87
$520K 0.22%
18,201
+2,185
88
$498K 0.21%
+4,531
89
$497K 0.21%
2,352
90
$487K 0.21%
3,544
-155
91
$473K 0.2%
+8,554
92
$467K 0.2%
5,185
93
$463K 0.2%
23,250
94
$462K 0.2%
2,864
+423
95
$461K 0.2%
+9,435
96
$456K 0.2%
+4,853
97
$456K 0.2%
3,425
98
$452K 0.19%
+1,553
99
$438K 0.19%
5,094
+2,361
100
$433K 0.19%
44,658
2 3
4
5 6