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
$411M
AUM Growth
+$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.51M
3
+$918K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$722K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$619K

Top Sells

1
+$319K
2
+$254K
3
+$221K
4
VBTX
Veritex Holdings
VBTX
+$206K
5
DOW icon
Dow Inc
DOW
+$204K

Sector Composition

1 Technology 15.41%
2 Energy 9.23%
3 Financials 7.6%
4 Healthcare 7.29%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.19M 0.29%
30,166
-1,979
77
$1.16M 0.28%
3,818
+7
78
$1.16M 0.28%
4,205
+2
79
$1.14M 0.28%
6,953
-225
80
$1.14M 0.28%
31,037
81
$1.11M 0.27%
7,750
-50
82
$1.08M 0.26%
21,433
+12,260
83
$1.07M 0.26%
18,094
-137
84
$979K 0.24%
7,018
+17
85
$970K 0.24%
6,263
-470
86
$950K 0.23%
2,291
+607
87
$942K 0.23%
5,651
+38
88
$940K 0.23%
2,645
-57
89
$926K 0.23%
3,637
90
$918K 0.22%
4,748
+16
91
$863K 0.21%
8,029
+59
92
$851K 0.21%
3,217
93
$840K 0.2%
917
+4
94
$836K 0.2%
39,650
+2,000
95
$828K 0.2%
37,693
-5,513
96
$798K 0.19%
3,493
+10
97
$770K 0.19%
7,463
-42
98
$768K 0.19%
36,256
+6,242
99
$765K 0.19%
2,817
+9
100
$755K 0.18%
2,352
2 3
4
5 6