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
$254M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.02M
3
+$1.01M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$558K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$529K

Top Sells

1
+$2.59M
2
+$303K
3
+$259K
4
SM icon
SM Energy
SM
+$251K
5
JPM icon
JPMorgan Chase
JPM
+$225K

Sector Composition

1 Energy 14.59%
2 Technology 11.11%
3 Financials 6.52%
4 Healthcare 5.89%
5 Industrials 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$434K 0.17%
5,950
102
$429K 0.17%
3,345
103
$419K 0.17%
13,605
104
$398K 0.16%
3,105
+1,151
105
$395K 0.16%
5,835
-50
106
$390K 0.15%
2,732
+183
107
$389K 0.15%
4,645
-300
108
$371K 0.15%
2,716
+48
109
$371K 0.15%
1,830
+11
110
$365K 0.14%
4,475
111
$360K 0.14%
+14,500
112
$355K 0.14%
2,348
-549
113
$355K 0.14%
14,500
114
$355K 0.14%
6,171
+24
115
$352K 0.14%
2,810
116
$351K 0.14%
5,588
117
$350K 0.14%
1,948
118
$348K 0.14%
1,691
+11
119
$348K 0.14%
2,976
+560
120
$343K 0.14%
2,608
+400
121
$339K 0.13%
4,558
+371
122
$333K 0.13%
1,997
+14
123
$331K 0.13%
161
-22
124
$331K 0.13%
28,143
125
$322K 0.13%
+1,970
3 4
5
6 7