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
$254M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.02M
3
+$1.01M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$558K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$529K

Top Sells

1
+$2.59M
2
+$303K
3
+$259K
4
SM icon
SM Energy
SM
+$251K
5
JPM icon
JPMorgan Chase
JPM
+$225K

Sector Composition

1 Energy 14.59%
2 Technology 11.11%
3 Financials 6.52%
4 Healthcare 5.89%
5 Industrials 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$643K 0.25%
10,671
-370
77
$640K 0.25%
4,139
-120
78
$634K 0.25%
7,300
79
$616K 0.24%
1,890
-498
80
$610K 0.24%
24,750
-3,000
81
$600K 0.24%
6,692
82
$580K 0.23%
2,524
+14
83
$569K 0.22%
4,185
+29
84
$563K 0.22%
19,058
+857
85
$556K 0.22%
1,107
-121
86
$546K 0.22%
4,559
+28
87
$545K 0.21%
9,735
+300
88
$540K 0.21%
2,729
-50
89
$528K 0.21%
5,185
90
$527K 0.21%
3,441
+16
91
$516K 0.2%
3,499
-45
92
$509K 0.2%
1,566
+13
93
$507K 0.2%
9,206
+652
94
$493K 0.19%
4,862
+9
95
$488K 0.19%
2,864
96
$488K 0.19%
22,750
-500
97
$480K 0.19%
5,094
98
$472K 0.19%
2,352
99
$464K 0.18%
7,606
+51
100
$454K 0.18%
2,542
2 3
4
5 6