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
$234M
AUM Growth
+$90.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$8.78M
3
+$7.41M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.19M
5
IAU icon
iShares Gold Trust
IAU
+$5.04M

Top Sells

1
+$410K
2
+$402K
3
+$295K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$276K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$274K

Sector Composition

1 Energy 15.59%
2 Technology 11.21%
3 Financials 6.52%
4 Healthcare 5.6%
5 Industrials 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$432K 0.18%
3,345
+1,338
102
$421K 0.18%
+7,555
103
$418K 0.18%
2,542
+108
104
$416K 0.18%
5,950
105
$385K 0.16%
4,945
106
$381K 0.16%
13,605
+1,250
107
$370K 0.16%
5,885
108
$370K 0.16%
+5,588
109
$369K 0.16%
+6,147
110
$364K 0.16%
2,897
-420
111
$359K 0.15%
183
-65
112
$354K 0.15%
2,549
+974
113
$353K 0.15%
14,500
+2,500
114
$347K 0.15%
4,475
115
$342K 0.15%
2,668
+192
116
$339K 0.15%
2,810
117
$309K 0.13%
+21,016
118
$307K 0.13%
+28,143
119
$305K 0.13%
1,948
+9
120
$303K 0.13%
+6,638
121
$303K 0.13%
+1,680
122
$300K 0.13%
+1,819
123
$298K 0.13%
1,520
-34
124
$292K 0.13%
+1,983
125
$289K 0.12%
2,416
+59
3 4
5
6 7