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
$400M
AUM Growth
-$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$566K
2
+$461K
3
+$314K
4
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$312K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$230K

Top Sells

1
+$784K
2
+$780K
3
+$416K
4
IAU icon
iShares Gold Trust
IAU
+$408K
5
UL icon
Unilever
UL
+$404K

Sector Composition

1 Technology 14.95%
2 Energy 12.2%
3 Healthcare 8.44%
4 Financials 8.21%
5 Consumer Discretionary 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$951K 0.24%
4,566
-28
77
$898K 0.22%
9,394
+12
78
$890K 0.22%
8,653
+12
79
$874K 0.22%
4,990
80
$857K 0.21%
61,071
+17
81
$839K 0.21%
5,978
+28
82
$837K 0.21%
1,654
+40
83
$791K 0.2%
2,904
-35
84
$769K 0.19%
1,189
-15
85
$763K 0.19%
3,469
-11
86
$738K 0.18%
3,143
87
$733K 0.18%
7,568
88
$702K 0.18%
1,786
+2
89
$685K 0.17%
6,166
-228
90
$682K 0.17%
20,566
-2,097
91
$662K 0.17%
9,202
-95
92
$657K 0.16%
9,460
-1,415
93
$650K 0.16%
2,701
-15
94
$640K 0.16%
2,352
95
$622K 0.16%
2,073
+98
96
$596K 0.15%
2,808
+540
97
$591K 0.15%
1,650
+23
98
$589K 0.15%
4,575
-270
99
$576K 0.14%
2,878
-49
100
$573K 0.14%
3,605
+60
2 3
4
5 6