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
$130M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$5.45M
3
+$4.41M
4
MSFT icon
Microsoft
MSFT
+$3.57M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.17M

Top Sells

No sells this quarter

Sector Composition

1 Energy 26.98%
2 Technology 9.82%
3 Financials 8.76%
4 Healthcare 7.97%
5 Industrials 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$257K 0.2%
+1,263
102
$257K 0.2%
+5,065
103
$256K 0.2%
+2,332
104
$246K 0.19%
+1,939
105
$245K 0.19%
+73,520
106
$244K 0.19%
+5,755
107
$238K 0.18%
+2,496
108
$235K 0.18%
+897
109
$231K 0.18%
+4,550
110
$230K 0.18%
+1,423
111
$229K 0.18%
+6,718
112
$229K 0.18%
+9,741
113
$224K 0.17%
+3,644
114
$216K 0.17%
+2,488
115
$212K 0.16%
+1,954
116
$201K 0.15%
+5,250
117
$194K 0.15%
+2,256
118
$193K 0.15%
+5,103
119
$191K 0.15%
+1,575
120
$190K 0.15%
+1,646
121
$190K 0.15%
+2,007
122
$189K 0.15%
+480
123
$189K 0.15%
+3,162
124
$186K 0.14%
+8,000
125
$183K 0.14%
+2,733
3 4
5
6 7