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
$431M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$1.71M
3
+$1.59M
4
IAU icon
iShares Gold Trust
IAU
+$1.37M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.12M

Top Sells

1
+$2.49M
2
+$2.38M
3
+$1.19M
4
ACC
American Campus Communities, Inc.
ACC
+$503K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$376K

Sector Composition

1 Technology 15.02%
2 Energy 12.23%
3 Financials 8.64%
4 Healthcare 7.15%
5 Consumer Discretionary 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.16M 0.27%
22,367
+4,273
77
$1.14M 0.27%
9,662
+1,041
78
$1.13M 0.26%
10,914
-650
79
$1.1M 0.26%
42,638
+4,945
80
$1.07M 0.25%
31,037
81
$1.05M 0.24%
5,213
+2,589
82
$1.04M 0.24%
7,757
+2,106
83
$1.04M 0.24%
9,491
+1,741
84
$1.02M 0.24%
62,625
+20,475
85
$1.01M 0.23%
9,127
+1,957
86
$1M 0.23%
39,150
-500
87
$985K 0.23%
7,178
+915
88
$974K 0.23%
4,554
-194
89
$966K 0.22%
7,757
-3,019
90
$936K 0.22%
3,747
-71
91
$903K 0.21%
6,814
-204
92
$892K 0.21%
1,167
+250
93
$886K 0.21%
8,754
+1,291
94
$877K 0.2%
8,848
+3,777
95
$876K 0.2%
5,731
+1,900
96
$817K 0.19%
16,485
+4,251
97
$815K 0.19%
8,050
+21
98
$811K 0.19%
3,638
+1
99
$804K 0.19%
3,217
100
$803K 0.19%
3,375
-118
2 3
4
5 6