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
$359M
AUM Growth
+$5.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$984K
3
+$838K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$633K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$483K

Top Sells

1
+$2.06M
2
+$572K
3
+$387K
4
ACC
American Campus Communities, Inc.
ACC
+$374K
5
GM icon
General Motors
GM
+$356K

Sector Composition

1 Technology 14.47%
2 Energy 9.65%
3 Financials 8.2%
4 Healthcare 6.85%
5 Consumer Discretionary 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.06M 0.3%
7,040
+47
77
$1.01M 0.28%
8,553
78
$1M 0.28%
7,178
+225
79
$976K 0.27%
3,811
+26
80
$971K 0.27%
4,203
-5
81
$954K 0.27%
7,613
+452
82
$935K 0.26%
43,206
+1,096
83
$932K 0.26%
2,702
+29
84
$859K 0.24%
3,637
-60
85
$841K 0.23%
7,001
+66
86
$821K 0.23%
4,732
+67
87
$815K 0.23%
5,613
+3
88
$812K 0.23%
7,970
+31
89
$803K 0.22%
7,800
-500
90
$784K 0.22%
18,231
+489
91
$778K 0.22%
3,217
92
$766K 0.21%
913
+11
93
$721K 0.2%
37,650
+9,000
94
$682K 0.19%
2,352
-840
95
$675K 0.19%
5,080
+76
96
$674K 0.19%
3,483
+46
97
$664K 0.19%
5,215
-90
98
$661K 0.18%
5,950
99
$652K 0.18%
2,808
+36
100
$650K 0.18%
30,014
2 3
4
5 6