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
$233M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$3.8M
3
+$1.71M
4
GLD icon
SPDR Gold Trust
GLD
+$813K
5
VUG icon
Vanguard Growth ETF
VUG
+$727K

Top Sells

1
+$3.63M
2
+$2.68M
3
+$1.86M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$909K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$565K

Sector Composition

1 Technology 14.96%
2 Healthcare 6.96%
3 Financials 6.75%
4 Energy 6.74%
5 Consumer Discretionary 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$670K 0.29%
4,837
-17
77
$665K 0.29%
12,846
+954
78
$659K 0.28%
5,253
+75
79
$651K 0.28%
13,192
+160
80
$646K 0.28%
4,099
+179
81
$634K 0.27%
4,602
-54
82
$609K 0.26%
6,524
-98
83
$608K 0.26%
4,900
-101
84
$602K 0.26%
3,217
85
$581K 0.25%
3,924
+48
86
$577K 0.25%
36,543
-4,000
87
$571K 0.25%
6,960
-2,890
88
$568K 0.24%
3,334
+1,664
89
$567K 0.24%
3,146
+1,690
90
$562K 0.24%
+3,930
91
$557K 0.24%
30,143
-2,500
92
$547K 0.24%
5,185
93
$539K 0.23%
+6,870
94
$529K 0.23%
2,927
+70
95
$528K 0.23%
3,154
+954
96
$505K 0.22%
3,772
+490
97
$502K 0.22%
14,430
-815
98
$500K 0.21%
5,950
99
$485K 0.21%
4,167
+1,014
100
$483K 0.21%
4,163
-526
2 3
4
5 6