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
$632M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$3.61M
3
+$2.25M
4
IAU icon
iShares Gold Trust
IAU
+$2.23M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.62M

Top Sells

1
+$4.94M
2
+$2.25M
3
+$1.81M
4
ALL icon
Allstate
ALL
+$1.22M
5
WMT icon
Walmart
WMT
+$1.18M

Sector Composition

1 Technology 16.15%
2 Energy 12.07%
3 Financials 9.16%
4 Consumer Discretionary 5.29%
5 Healthcare 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BLK icon
76
Blackrock
BLK
$164B
$1.1M 0.17%
1,051
-24
PTMC icon
77
Pacer Trendpilot US Mid Cap ETF
PTMC
$406M
$1.08M 0.17%
31,037
PEP icon
78
PepsiCo
PEP
$199B
$1.08M 0.17%
8,153
-1,680
IWB icon
79
iShares Russell 1000 ETF
IWB
$45.1B
$1.07M 0.17%
3,151
IWM icon
80
iShares Russell 2000 ETF
IWM
$68.2B
$1.04M 0.16%
+4,800
ABT icon
81
Abbott
ABT
$227B
$1.03M 0.16%
7,559
-201
MSI icon
82
Motorola Solutions
MSI
$63.3B
$1.01M 0.16%
2,401
LMT icon
83
Lockheed Martin
LMT
$108B
$1.01M 0.16%
2,176
+6
CB icon
84
Chubb
CB
$116B
$987K 0.16%
3,405
-291
T icon
85
AT&T
T
$181B
$986K 0.16%
34,055
PFE icon
86
Pfizer
PFE
$142B
$934K 0.15%
38,543
-282
QCOM icon
87
Qualcomm
QCOM
$186B
$912K 0.14%
5,729
-40
VUG icon
88
Vanguard Growth ETF
VUG
$197B
$884K 0.14%
2,016
PANW icon
89
Palo Alto Networks
PANW
$140B
$850K 0.13%
4,152
CSCO icon
90
Cisco
CSCO
$307B
$806K 0.13%
11,611
+10
AXP icon
91
American Express
AXP
$246B
$800K 0.13%
2,508
ADP icon
92
Automatic Data Processing
ADP
$102B
$790K 0.12%
2,560
-50
VV icon
93
Vanguard Large-Cap ETF
VV
$46.5B
$785K 0.12%
2,750
RTX icon
94
RTX Corp
RTX
$235B
$769K 0.12%
5,264
+1
PG icon
95
Procter & Gamble
PG
$345B
$722K 0.11%
4,531
-617
TJX icon
96
TJX Companies
TJX
$163B
$720K 0.11%
5,831
+3
TSM icon
97
TSMC
TSM
$1.48T
$717K 0.11%
3,165
XLI icon
98
Industrial Select Sector SPDR Fund
XLI
$23.5B
$709K 0.11%
4,805
ORCL icon
99
Oracle
ORCL
$635B
$702K 0.11%
3,210
+1
DIS icon
100
Walt Disney
DIS
$189B
$690K 0.11%
+5,562
2 3
4
5 6