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
$606M
AUM Growth
+$8.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$4.26M
3
+$3.63M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.84M
5
NXPI icon
NXP Semiconductors
NXPI
+$2.67M

Top Sells

1
+$3.08M
2
+$2.79M
3
+$2.79M
4
AMT icon
American Tower
AMT
+$2.7M
5
DVN icon
Devon Energy
DVN
+$2.51M

Sector Composition

1 Energy 17.13%
2 Technology 15.17%
3 Financials 9.6%
4 Consumer Discretionary 5.58%
5 Healthcare 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.14M 0.19%
31,037
77
$1.05M 0.17%
2,164
-5
78
$1.05M 0.17%
39,516
-959
79
$1.05M 0.17%
3,790
-212
80
$1.02M 0.17%
3,151
+8
81
$940K 0.16%
1,838
+3
82
$903K 0.15%
5,235
83
$880K 0.15%
5,729
-270
84
$878K 0.14%
7,759
+105
85
$861K 0.14%
1,654
86
$827K 0.14%
2,016
87
$815K 0.13%
4,444
-14,722
88
$775K 0.13%
34,055
89
$765K 0.13%
2,614
+3
90
$758K 0.13%
4,166
+556
91
$744K 0.12%
2,508
92
$742K 0.12%
2,750
93
$736K 0.12%
6,389
+1,608
94
$722K 0.12%
19,232
-74,435
95
$706K 0.12%
3,075
-109
96
$704K 0.12%
5,825
-42
97
$686K 0.11%
11,593
+192
98
$683K 0.11%
5,906
-11
99
$648K 0.11%
3,699
+700
100
$645K 0.11%
8,525
-824
2 3
4
5 6