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
$388M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.33M
3
+$1.74M
4
FISV
Fiserv Inc
FISV
+$1.66M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.56M

Top Sells

1
+$12M
2
+$3.59M
3
+$2.18M
4
CVX icon
Chevron
CVX
+$2.11M
5
MNRL
Brigham Minerals, Inc. Class A Common Stock
MNRL
+$1.44M

Sector Composition

1 Energy 13.9%
2 Technology 12.41%
3 Healthcare 8.8%
4 Financials 8.05%
5 Consumer Staples 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$977K 0.25%
17,470
-38,970
77
$969K 0.25%
31,037
78
$957K 0.25%
9,479
-390
79
$925K 0.24%
63,320
-1,870
80
$906K 0.23%
6,432
-199
81
$889K 0.23%
1,614
-133
82
$869K 0.22%
+9,177
83
$853K 0.22%
1,204
-123
84
$825K 0.21%
6,398
+2
85
$819K 0.21%
4,990
86
$816K 0.21%
3,469
-288
87
$813K 0.21%
10,914
88
$776K 0.2%
4,461
+88
89
$775K 0.2%
3,005
+1
90
$768K 0.2%
16,432
+684
91
$761K 0.2%
11,425
-1,581
92
$743K 0.19%
6,755
-344
93
$741K 0.19%
2,109
-1,074
94
$725K 0.19%
61,054
95
$677K 0.17%
3,217
96
$675K 0.17%
5,772
-120
97
$667K 0.17%
16,921
-8,617
98
$658K 0.17%
4,845
99
$652K 0.17%
5,522
+40
100
$650K 0.17%
3,863
+1
2 3
4
5 6