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
$353M
AUM Growth
+$52.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2.57M
3
+$1.43M
4
AAPL icon
Apple
AAPL
+$1.37M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$1.28M

Top Sells

1
+$1.63M
2
+$642K
3
+$506K
4
AMGN icon
Amgen
AMGN
+$412K
5
PTMC icon
Pacer Trendpilot US Mid Cap ETF
PTMC
+$353K

Sector Composition

1 Technology 14.14%
2 Energy 9.95%
3 Financials 8.12%
4 Healthcare 6.72%
5 Consumer Discretionary 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.04M 0.29%
6,993
+1,179
77
$1.02M 0.29%
42,110
+1,840
78
$1.01M 0.29%
2,673
+364
79
$992K 0.28%
8,553
+1,408
80
$966K 0.27%
4,208
+463
81
$938K 0.27%
6,953
+1,294
82
$916K 0.26%
15,489
+2,348
83
$915K 0.26%
3,192
84
$889K 0.25%
7,161
+1,679
85
$874K 0.25%
3,697
-250
86
$867K 0.25%
5,610
+408
87
$823K 0.23%
+7,939
88
$789K 0.22%
902
+112
89
$780K 0.22%
8,300
+200
90
$779K 0.22%
3,217
91
$763K 0.22%
6,935
+271
92
$741K 0.21%
4,665
+380
93
$731K 0.21%
3,437
+210
94
$710K 0.2%
66,753
95
$704K 0.2%
30,014
+1,446
96
$701K 0.2%
5,004
+24
97
$695K 0.2%
17,742
+4,525
98
$675K 0.19%
10,808
+1,409
99
$668K 0.19%
5,305
+120
100
$653K 0.18%
5,950
2 3
4
5 6