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
$216M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$862K
3
+$802K
4
DHR icon
Danaher
DHR
+$717K
5
UNH icon
UnitedHealth
UNH
+$627K

Top Sells

1
+$11.6M
2
+$1.37M
3
+$515K
4
PFE icon
Pfizer
PFE
+$411K
5
MNRL
Brigham Minerals, Inc. Class A Common Stock
MNRL
+$282K

Sector Composition

1 Technology 12.67%
2 Energy 10.6%
3 Financials 6.86%
4 Healthcare 6.75%
5 Consumer Discretionary 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$428K 0.2%
3,282
102
$427K 0.2%
2,866
+162
103
$427K 0.2%
2,857
104
$424K 0.2%
18,568
-1,165
105
$420K 0.19%
5,845
-960
106
$409K 0.19%
32,643
+3,500
107
$400K 0.18%
10,645
+653
108
$393K 0.18%
2,750
109
$388K 0.18%
+7,601
110
$375K 0.17%
2,951
-885
111
$369K 0.17%
+1,938
112
$364K 0.17%
3,153
+7
113
$359K 0.17%
2,810
114
$358K 0.17%
2,200
-30
115
$353K 0.16%
89,866
116
$346K 0.16%
5,622
+2,056
117
$344K 0.16%
+1,785
118
$339K 0.16%
1,939
119
$332K 0.15%
6,234
+27
120
$321K 0.15%
2,345
121
$302K 0.14%
4,965
+796
122
$295K 0.14%
1,385
-58
123
$293K 0.14%
2,073
-300
124
$288K 0.13%
4,433
+34
125
$286K 0.13%
3,005
+594
3 4
5
6 7