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
$181M
AUM Growth
-$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$1.61M
3
+$1.38M
4
ACC
American Campus Communities, Inc.
ACC
+$697K
5
GLD icon
SPDR Gold Trust
GLD
+$640K

Top Sells

1
+$4.58M
2
+$3.92M
3
+$3.47M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.93M
5
IAU icon
iShares Gold Trust
IAU
+$2.75M

Sector Composition

1 Technology 11.43%
2 Energy 10.54%
3 Financials 6.82%
4 Healthcare 6.12%
5 Consumer Discretionary 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$308K 0.17%
9,992
-5,006
102
$303K 0.17%
6,207
+36
103
$303K 0.17%
2,373
+60
104
$298K 0.16%
3,464
-1,095
105
$291K 0.16%
5,341
+1,221
106
$282K 0.16%
34,150
+11,400
107
$279K 0.15%
634
-473
108
$278K 0.15%
29,143
+1,000
109
$276K 0.15%
1,939
-9
110
$276K 0.15%
2,810
111
$272K 0.15%
89,866
112
$271K 0.15%
+1,425
113
$261K 0.14%
4,399
-159
114
$260K 0.14%
12,000
-2,500
115
$254K 0.14%
4,555
+1,450
116
$254K 0.14%
1,970
117
$253K 0.14%
2,345
118
$250K 0.14%
1,285
+220
119
$250K 0.14%
+2,807
120
$236K 0.13%
4,211
-434
121
$233K 0.13%
15,573
+5,100
122
$228K 0.13%
+1,314
123
$226K 0.12%
2,488
124
$224K 0.12%
2,398
-578
125
$223K 0.12%
+4,169
3 4
5
6 7