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
$274M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$1.71M
3
+$1.33M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.31M
5
IAU icon
iShares Gold Trust
IAU
+$1.26M

Top Sells

1
+$917K
2
+$722K
3
+$670K
4
GLD icon
SPDR Gold Trust
GLD
+$597K
5
MDT icon
Medtronic
MDT
+$589K

Sector Composition

1 Technology 15.31%
2 Financials 7.44%
3 Energy 7.43%
4 Healthcare 6.22%
5 Consumer Discretionary 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$797K 0.29%
+8,739
77
$785K 0.29%
3,510
78
$784K 0.29%
3,696
+550
79
$744K 0.27%
2,370
-246
80
$735K 0.27%
5,194
-59
81
$724K 0.26%
12,391
+188
82
$722K 0.26%
4,495
-478
83
$709K 0.26%
12,930
-262
84
$696K 0.25%
35,543
-1,000
85
$695K 0.25%
4,687
-150
86
$681K 0.25%
3,217
87
$674K 0.25%
7,350
+390
88
$655K 0.24%
3,882
-42
89
$651K 0.24%
4,233
+70
90
$636K 0.23%
6,605
+81
91
$627K 0.23%
+5,507
92
$617K 0.23%
3,022
+95
93
$603K 0.22%
835
+4
94
$594K 0.22%
2,274
-705
95
$590K 0.22%
89,866
96
$588K 0.21%
5,185
97
$578K 0.21%
3,172
+18
98
$575K 0.21%
5,950
99
$548K 0.2%
10,992
-1,854
100
$535K 0.2%
+12,925
2 3
4
5 6