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
$413M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$616K
3
+$442K
4
UL icon
Unilever
UL
+$404K
5
NKE icon
Nike
NKE
+$398K

Top Sells

1
+$2.35M
2
+$2.12M
3
+$1.88M
4
WMT icon
Walmart Inc. Common Stock
WMT
+$565K
5
SYY icon
Sysco
SYY
+$550K

Sector Composition

1 Technology 15.59%
2 Energy 10.61%
3 Healthcare 8.58%
4 Financials 8.07%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.02M 0.25%
31,037
77
$984K 0.24%
8,641
+400
78
$972K 0.24%
4,990
79
$911K 0.22%
9,297
-50
80
$885K 0.21%
4,594
-607
81
$862K 0.21%
2,939
-29
82
$842K 0.2%
1,614
83
$832K 0.2%
1,204
+3
84
$831K 0.2%
22,663
-4,614
85
$825K 0.2%
7,568
-3,020
86
$796K 0.19%
5,950
-478
87
$793K 0.19%
10,875
+7
88
$780K 0.19%
16,441
+9
89
$775K 0.19%
61,054
90
$766K 0.19%
3,143
91
$761K 0.18%
6,394
-21
92
$740K 0.18%
3,480
+11
93
$727K 0.18%
1,784
-539
94
$666K 0.16%
2,352
95
$643K 0.16%
4,845
96
$638K 0.15%
3,545
97
$604K 0.15%
3,367
-1,198
98
$601K 0.15%
1,627
+277
99
$597K 0.14%
2,716
100
$567K 0.14%
1,975
+247
2 3
4
5 6