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
$143M
AUM Growth
+$6.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$508K
2
+$499K
3
+$428K
4
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$294K
5
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$238K

Top Sells

1
+$1.11M
2
+$932K
3
+$544K
4
KRP icon
Kimbell Royalty Partners
KRP
+$421K
5
ABBV icon
AbbVie
ABBV
+$420K

Sector Composition

1 Energy 27.02%
2 Technology 9.94%
3 Financials 8.13%
4 Healthcare 6.54%
5 Industrials 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$274K 0.19%
3,138
102
$270K 0.19%
865
103
$265K 0.18%
2,665
104
$258K 0.18%
1,954
105
$253K 0.18%
5,179
+272
106
$252K 0.18%
23,800
107
$252K 0.18%
2,488
108
$247K 0.17%
4,477
-310
109
$245K 0.17%
2,357
+437
110
$243K 0.17%
2,733
111
$239K 0.17%
4,120
112
$232K 0.16%
+2,931
113
$230K 0.16%
2,007
114
$225K 0.16%
480
115
$221K 0.15%
5,250
116
$218K 0.15%
+7,134
117
$216K 0.15%
3,234
+207
118
$214K 0.15%
1,160
119
$210K 0.15%
+1,575
120
$209K 0.15%
550
121
$208K 0.15%
2,221
-285
122
$202K 0.14%
3,437
123
$200K 0.14%
+4,986
124
$150K 0.1%
10,000
125
$145K 0.1%
17,500
2 3 4
5
6