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
$301M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$991K
3
+$987K
4
CVX icon
Chevron
CVX
+$906K
5
GM icon
General Motors
GM
+$755K

Top Sells

1
+$940K
2
+$835K
3
+$695K
4
META icon
Meta Platforms (Facebook)
META
+$651K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$471K

Sector Composition

1 Technology 13.81%
2 Energy 10.19%
3 Financials 8.23%
4 Healthcare 6.03%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$847K 0.28%
3,947
+251
77
$822K 0.27%
5,814
+1,127
78
$820K 0.27%
3,192
79
$766K 0.25%
5,659
-129
80
$756K 0.25%
2,370
81
$755K 0.25%
+13,141
82
$720K 0.24%
3,217
83
$714K 0.24%
+5,687
84
$700K 0.23%
3,745
-137
85
$694K 0.23%
28,568
-6,200
86
$691K 0.23%
5,202
+8
87
$687K 0.23%
51,480
-12,320
88
$677K 0.22%
4,285
+52
89
$662K 0.22%
6,664
+59
90
$659K 0.22%
3,227
+55
91
$648K 0.22%
5,482
-1,734
92
$636K 0.21%
8,100
+750
93
$634K 0.21%
4,980
+991
94
$621K 0.21%
7,893
+885
95
$618K 0.21%
2,341
-681
96
$605K 0.2%
5,185
97
$598K 0.2%
9,346
-1,646
98
$596K 0.2%
790
-45
99
$581K 0.19%
5,950
100
$560K 0.19%
2,965
+73
2 3
4
5 6