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
$598M
AUM Growth
+$37.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$3.14M
3
+$2.24M
4
IAU icon
iShares Gold Trust
IAU
+$1.22M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.02M

Top Sells

1
+$2.98M
2
+$1.53M
3
+$1.49M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.08M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$762K

Sector Composition

1 Energy 18.53%
2 Technology 14.4%
3 Financials 8.55%
4 Healthcare 6.36%
5 Consumer Discretionary 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.15M 0.19%
31,037
77
$1.11M 0.19%
2,108
+4
78
$1.11M 0.19%
1,168
+21
79
$1.02M 0.17%
1,654
-7
80
$1.02M 0.17%
5,999
-150
81
$988K 0.17%
3,143
82
$980K 0.16%
61,054
83
$896K 0.15%
1,835
+1
84
$885K 0.15%
3,184
+102
85
$873K 0.15%
7,654
+39
86
$826K 0.14%
9,349
+188
87
$802K 0.13%
5,235
88
$774K 0.13%
2,016
89
$749K 0.13%
34,055
90
$724K 0.12%
2,750
91
$723K 0.12%
2,611
-44
92
$717K 0.12%
5,917
+207
93
$709K 0.12%
4,605
94
$690K 0.12%
5,867
+862
95
$680K 0.11%
2,508
-85
96
$663K 0.11%
4,895
97
$662K 0.11%
3,203
+100
98
$617K 0.1%
3,610
-40
99
$610K 0.1%
2,766
+1
100
$607K 0.1%
11,401
-10,517
2 3
4
5 6