MWA
Meridian Wealth Advisors Portfolio holdings
AUM
$632M
This Quarter Return
+6.91%
1 Year Return
+12.33%
3 Year Return
+67.24%
5 Year Return
+132.3%
10 Year Return
–
AUM
$254M
AUM Growth
+$254M
(+8.6%)
Cap. Flow
+$5.08M
Cap. Flow
% of AUM
2%
Top 10 Holdings %
Top 10 Hldgs %
46.51%
Holding
171
New
18
Increased
52
Reduced
62
Closed
2
Top Buys
| 1 |
Pacer Trendpilot US Large Cap ETF
PTLC
|
$1.36M |
| 2 |
iShares Gold Trust
IAU
|
$1.02M |
| 3 |
Exxon Mobil
XOM
|
$1.01M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$558K |
| 5 |
iShares Russell 2000 ETF
IWM
|
$529K |
Top Sells
| 1 |
Apple
AAPL
|
$2.59M |
| 2 |
Alerian MLP ETF
AMLP
|
$303K |
| 3 |
Cisco
CSCO
|
$259K |
| 4 |
SM Energy
SM
|
$251K |
| 5 |
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% |
