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
$399M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$723K
3
+$632K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$572K
5
CMCSA icon
Comcast
CMCSA
+$566K

Top Sells

1
+$3.68M
2
+$2.54M
3
+$1.86M
4
MPC icon
Marathon Petroleum
MPC
+$1.25M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.09M

Sector Composition

1 Technology 14.95%
2 Energy 11.5%
3 Healthcare 8.26%
4 Financials 7.87%
5 Consumer Staples 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.01M 0.25%
5,201
+13
77
$985K 0.25%
31,037
78
$984K 0.25%
4,990
79
$948K 0.24%
14,780
-2,690
80
$930K 0.23%
1,614
81
$915K 0.23%
9,347
-132
82
$886K 0.22%
4,565
+104
83
$874K 0.22%
2,323
+214
84
$849K 0.21%
2,968
-37
85
$843K 0.21%
6,428
-4
86
$818K 0.2%
6,415
-340
87
$808K 0.2%
8,241
-600
88
$803K 0.2%
1,201
-3
89
$786K 0.2%
16,432
90
$782K 0.2%
5,786
-612
91
$775K 0.19%
3,469
92
$761K 0.19%
61,054
93
$758K 0.19%
10,868
-557
94
$708K 0.18%
3,143
-74
95
$708K 0.18%
5,772
96
$702K 0.18%
3,667
-196
97
$668K 0.17%
17,175
+254
98
$659K 0.17%
3,545
+121
99
$655K 0.16%
34,032
-824
100
$627K 0.16%
4,845
2 3
4
5 6