MWA

Meridian Wealth Advisors Portfolio holdings

AUM $722M
1-Year Est. Return 16.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.19%
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
+$13.2M
2
+$3.39M
3
+$2.22M
4
AVGO icon
Broadcom
AVGO
+$1.77M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.52M

Top Sells

1
+$4.46M
2
+$2.3M
3
+$1.67M
4
ALL icon
Allstate
ALL
+$1.21M
5
WMT icon
Walmart Inc
WMT
+$1.15M

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
76
$1.1M 0.17%
1,051
-24
77
$1.08M 0.17%
31,037
78
$1.08M 0.17%
8,153
-1,680
79
$1.07M 0.17%
3,151
80
$1.04M 0.16%
+4,800
81
$1.03M 0.16%
7,559
-201
82
$1.01M 0.16%
2,401
83
$1.01M 0.16%
2,176
+6
84
$987K 0.16%
3,405
-291
85
$986K 0.16%
34,055
86
$934K 0.15%
38,543
-282
87
$912K 0.14%
5,729
-40
88
$884K 0.14%
2,016
89
$850K 0.13%
4,152
90
$806K 0.13%
11,611
+10
91
$800K 0.13%
2,508
92
$790K 0.12%
2,560
-50
93
$785K 0.12%
2,750
94
$769K 0.12%
5,264
+1
95
$722K 0.11%
4,531
-617
96
$720K 0.11%
5,831
+3
97
$717K 0.11%
3,165
98
$709K 0.11%
4,805
99
$702K 0.11%
3,210
+1
100
$690K 0.11%
+5,562
2 3
4
5 6