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
$376M
AUM Growth
-$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$8.74M
2
+$2.16M
3
+$961K
4
T icon
AT&T
T
+$865K
5
APD icon
Air Products & Chemicals
APD
+$684K

Top Sells

1
+$10.1M
2
+$4.44M
3
+$1.87M
4
AAPL icon
Apple
AAPL
+$1.58M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.04M

Sector Composition

1 Energy 14.64%
2 Technology 13.43%
3 Healthcare 8.34%
4 Financials 7.75%
5 Consumer Staples 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.04M 0.28%
42,638
77
$997K 0.27%
10,369
+1,521
78
$972K 0.26%
64,120
-27,070
79
$956K 0.25%
4,861
+307
80
$949K 0.25%
1,746
+623
81
$942K 0.25%
3,362
+2,406
82
$939K 0.25%
2,977
+1,041
83
$907K 0.24%
7,097
+1,366
84
$890K 0.24%
6,800
-14
85
$879K 0.23%
3,909
+1,191
86
$873K 0.23%
10,914
87
$865K 0.23%
+41,277
88
$858K 0.23%
13,307
-9,084
89
$857K 0.23%
2,470
+1,520
90
$841K 0.22%
1,381
+214
91
$803K 0.21%
5,689
+1,063
92
$803K 0.21%
12,938
+1,395
93
$796K 0.21%
4,363
+620
94
$779K 0.21%
15,533
+148
95
$763K 0.2%
4,506
-2,268
96
$743K 0.2%
3,628
+253
97
$733K 0.19%
9,581
+90
98
$729K 0.19%
4,990
+2,186
99
$679K 0.18%
32,500
+20,000
100
$671K 0.18%
17,935
+1,450
2 3
4
5 6