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
$532M
AUM Growth
+$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$901K
3
+$596K
4
COST icon
Costco
COST
+$474K
5
DEO icon
Diageo
DEO
+$437K

Top Sells

1
+$780K
2
+$571K
3
+$259K
4
BMY icon
Bristol-Myers Squibb
BMY
+$208K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$201K

Sector Composition

1 Energy 18.87%
2 Technology 14.4%
3 Financials 8.47%
4 Healthcare 7.7%
5 Consumer Discretionary 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.15M 0.22%
18,876
-1,058
77
$1.12M 0.21%
31,037
78
$1.1M 0.21%
5,739
-13
79
$1.04M 0.2%
6,149
80
$1.04M 0.19%
3,992
+883
81
$1M 0.19%
2,062
+15
82
$993K 0.19%
2,799
-19
83
$987K 0.19%
4,990
84
$961K 0.18%
1,654
85
$960K 0.18%
61,054
86
$934K 0.18%
1,121
+1
87
$905K 0.17%
3,143
88
$899K 0.17%
1,870
-113
89
$874K 0.16%
9,302
90
$860K 0.16%
7,568
91
$814K 0.15%
1,832
+200
92
$794K 0.15%
8,146
-950
93
$768K 0.14%
3,075
94
$694K 0.13%
2,016
95
$688K 0.13%
5,235
96
$676K 0.13%
4,575
97
$660K 0.12%
2,641
98
$659K 0.12%
2,750
99
$617K 0.12%
4,895
100
$615K 0.12%
8,784
-650
2 3
4
5 6