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
$181M
AUM Growth
-$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$1.61M
3
+$1.38M
4
ACC
American Campus Communities, Inc.
ACC
+$697K
5
GLD icon
SPDR Gold Trust
GLD
+$640K

Top Sells

1
+$4.58M
2
+$3.92M
3
+$3.47M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.93M
5
IAU icon
iShares Gold Trust
IAU
+$2.75M

Sector Composition

1 Technology 11.43%
2 Energy 10.54%
3 Financials 6.82%
4 Healthcare 6.12%
5 Consumer Discretionary 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$481K 0.27%
9,603
+397
77
$461K 0.25%
5,584
-791
78
$459K 0.25%
5,185
79
$455K 0.25%
3,217
+675
80
$451K 0.25%
3,428
-231
81
$434K 0.24%
19,733
+675
82
$416K 0.23%
9,135
-600
83
$410K 0.23%
2,958
+350
84
$403K 0.22%
3,737
-402
85
$402K 0.22%
4,864
+2
86
$388K 0.21%
6,805
+970
87
$386K 0.21%
2,230
-122
88
$383K 0.21%
3,836
+491
89
$375K 0.21%
3,282
-217
90
$370K 0.2%
2,704
-160
91
$363K 0.2%
2,857
-584
92
$361K 0.2%
17,334
+3,729
93
$359K 0.2%
7,508
-98
94
$356K 0.2%
5,950
95
$335K 0.19%
3,380
+664
96
$334K 0.18%
3,146
+41
97
$326K 0.18%
+2,750
98
$320K 0.18%
48,600
+8,760
99
$319K 0.18%
6,983
-833
100
$314K 0.17%
+68,289
2 3
4
5 6