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
$137M
AUM Growth
+$6.94M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
466
New
Increased
Reduced
Closed

Top Buys

1
+$5.87M
2
+$4.9M
3
+$4.76M
4
XMLV icon
Invesco S&P MidCap Low Volatility ETF
XMLV
+$2.15M
5
PTMC icon
Pacer Trendpilot US Mid Cap ETF
PTMC
+$1.03M

Top Sells

1
+$2.38M
2
+$2.3M
3
+$1.31M
4
EPD icon
Enterprise Products Partners
EPD
+$913K
5
AMLP icon
Alerian MLP ETF
AMLP
+$769K

Sector Composition

1 Energy 29.21%
2 Technology 9.46%
3 Financials 7.69%
4 Healthcare 6.81%
5 Industrials 4.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$262K 0.19%
2,665
-1,550
102
$258K 0.19%
4,787
103
$256K 0.19%
2,302
-30
104
$249K 0.18%
4,907
-763
105
$243K 0.18%
2,488
106
$238K 0.17%
5,295
-916
107
$238K 0.17%
2,506
+250
108
$233K 0.17%
23,800
109
$231K 0.17%
865
+228
110
$231K 0.17%
4,120
-430
111
$227K 0.17%
1,746
+100
112
$223K 0.16%
5,250
113
$222K 0.16%
2,733
114
$215K 0.16%
1,920
+249
115
$213K 0.16%
2,007
116
$212K 0.15%
1,160
+46
117
$210K 0.15%
550
118
$207K 0.15%
3,027
-135
119
$205K 0.15%
480
120
$200K 0.15%
3,437
-2,000
121
$144K 0.11%
10,000
122
$142K 0.1%
17,500
123
$117K 0.09%
188
+179
124
$80K 0.06%
15,000
125
$38K 0.03%
1,500
3 4
5
6 7