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
$589M
AUM Growth
-$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$4.15M
3
+$3.27M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.23M
5
IAU icon
iShares Gold Trust
IAU
+$2.15M

Top Sells

1
+$6.35M
2
+$4.12M
3
+$2.8M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.26M
5
AMT icon
American Tower
AMT
+$765K

Sector Composition

1 Energy 16.06%
2 Technology 14.79%
3 Financials 9.34%
4 Healthcare 5.77%
5 Consumer Discretionary 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.03M 0.17%
7,760
+1
77
$1.02M 0.17%
1,075
-69
78
$984K 0.17%
38,825
-691
79
$970K 0.16%
2,170
+6
80
$967K 0.16%
3,151
81
$963K 0.16%
34,055
82
$886K 0.15%
5,769
+40
83
$877K 0.15%
5,148
-24,169
84
$797K 0.14%
2,610
-4
85
$774K 0.13%
5,535
+300
86
$748K 0.13%
2,016
87
$716K 0.12%
11,601
+8
88
$710K 0.12%
5,828
+3
89
$708K 0.12%
4,152
-14
90
$707K 0.12%
2,750
91
$697K 0.12%
5,263
-643
92
$694K 0.12%
1,394
-260
93
$675K 0.11%
2,508
94
$667K 0.11%
4,565
-40
95
$641K 0.11%
3,699
96
$630K 0.11%
3,075
97
$630K 0.11%
4,805
98
$629K 0.11%
2,372
-394
99
$627K 0.11%
12,582
100
$606K 0.1%
2,503
-75
2 3
4
5 6