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
$216M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$862K
3
+$802K
4
DHR icon
Danaher
DHR
+$717K
5
UNH icon
UnitedHealth
UNH
+$627K

Top Sells

1
+$11.6M
2
+$1.37M
3
+$515K
4
PFE icon
Pfizer
PFE
+$411K
5
MNRL
Brigham Minerals, Inc. Class A Common Stock
MNRL
+$282K

Sector Composition

1 Technology 12.67%
2 Energy 10.6%
3 Financials 6.86%
4 Healthcare 6.75%
5 Consumer Discretionary 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$636K 0.29%
3,876
+918
77
$626K 0.29%
+4,656
78
$594K 0.27%
4,689
+15
79
$585K 0.27%
2,363
+938
80
$582K 0.27%
13,032
+1,524
81
$565K 0.26%
+11,135
82
$558K 0.26%
+5,001
83
$556K 0.26%
3,920
+183
84
$552K 0.26%
3,217
85
$543K 0.25%
6,622
-427
86
$519K 0.24%
5,185
87
$518K 0.24%
9,850
+5,050
88
$513K 0.24%
5,764
+180
89
$508K 0.23%
5,178
+314
90
$502K 0.23%
+14,500
91
$496K 0.23%
2,926
+215
92
$490K 0.23%
+3,652
93
$473K 0.22%
15,245
-13,231
94
$462K 0.21%
48,600
95
$456K 0.21%
5,950
96
$455K 0.21%
8,035
-1,100
97
$452K 0.21%
8,263
+1,280
98
$452K 0.21%
+1,596
99
$437K 0.2%
804
+170
100
$435K 0.2%
61,054
-7,235
2 3
4
5 6