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
$457M
AUM Growth
+$56.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$2.26M
3
+$571K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$285K
5
MSFT icon
Microsoft
MSFT
+$278K

Top Sells

1
+$1.99M
2
+$1.89M
3
+$1.29M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$890K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$659K

Sector Composition

1 Technology 15.48%
2 Energy 14.45%
3 Financials 8.57%
4 Healthcare 8.34%
5 Consumer Discretionary 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.03M 0.23%
4,567
+1
77
$1.02M 0.22%
31,037
78
$1.01M 0.22%
9,302
-92
79
$991K 0.22%
4,990
80
$941K 0.21%
5,752
-226
81
$909K 0.2%
1,120
-69
82
$889K 0.19%
6,149
-17
83
$882K 0.19%
2,818
-86
84
$878K 0.19%
1,654
85
$866K 0.19%
1,983
+197
86
$843K 0.18%
61,054
-17
87
$833K 0.18%
7,568
88
$824K 0.18%
3,143
89
$765K 0.17%
9,096
-106
90
$737K 0.16%
3,109
+301
91
$725K 0.16%
2,047
-26
92
$711K 0.16%
3,075
-394
93
$685K 0.15%
5,235
94
$683K 0.15%
9,434
-26
95
$668K 0.15%
1,632
-18
96
$627K 0.14%
2,016
-336
97
$624K 0.14%
4,575
98
$615K 0.13%
2,641
-60
99
$602K 0.13%
3,530
-75
100
$600K 0.13%
2,750
2 3
4
5 6