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
$561M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$6.05M
3
+$1.55M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.44M
5
IAU icon
iShares Gold Trust
IAU
+$1.36M

Top Sells

1
+$4M
2
+$3.5M
3
+$881K
4
LMT icon
Lockheed Martin
LMT
+$420K
5
INTC icon
Intel
INTC
+$291K

Sector Composition

1 Energy 19.05%
2 Technology 14.87%
3 Financials 8.1%
4 Healthcare 6.91%
5 Consumer Discretionary 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.1M 0.2%
39,436
+23,958
77
$1.1M 0.2%
2,844
+45
78
$1.08M 0.19%
31,037
79
$1.07M 0.19%
3,992
80
$1.06M 0.19%
2,099
+37
81
$1.05M 0.19%
2,104
+234
82
$1.04M 0.19%
21,918
-1,346
83
$990K 0.18%
61,054
84
$935K 0.17%
3,143
85
$919K 0.16%
1,661
+7
86
$917K 0.16%
1,962
-899
87
$903K 0.16%
1,147
+26
88
$879K 0.16%
1,834
+2
89
$791K 0.14%
7,615
+47
90
$770K 0.14%
3,082
+7
91
$754K 0.13%
2,016
92
$690K 0.12%
9,161
-141
93
$686K 0.12%
2,750
94
$671K 0.12%
4,605
+30
95
$651K 0.12%
34,055
+4,526
96
$648K 0.12%
5,235
97
$634K 0.11%
2,655
+14
98
$619K 0.11%
3,650
+140
99
$604K 0.11%
3,103
-22
100
$600K 0.11%
2,593
+44
2 3
4
5 6