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
$233M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$3.8M
3
+$1.71M
4
GLD icon
SPDR Gold Trust
GLD
+$813K
5
VUG icon
Vanguard Growth ETF
VUG
+$727K

Top Sells

1
+$3.63M
2
+$2.68M
3
+$1.86M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$909K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$565K

Sector Composition

1 Technology 14.96%
2 Healthcare 6.96%
3 Financials 6.75%
4 Energy 6.74%
5 Consumer Discretionary 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$468K 0.2%
831
+27
102
$442K 0.19%
7,103
-1,160
103
$442K 0.19%
3,010
+200
104
$439K 0.19%
3,077
+126
105
$435K 0.19%
20,224
+1,656
106
$431K 0.19%
+8,620
107
$430K 0.18%
2,750
108
$413K 0.18%
2,807
-845
109
$406K 0.17%
2,438
+115
110
$396K 0.17%
5,145
+1,500
111
$390K 0.17%
2,796
-70
112
$376K 0.16%
6,230
-4
113
$374K 0.16%
1,936
-3
114
$370K 0.16%
68,289
+7,235
115
$351K 0.15%
+1,038
116
$348K 0.15%
89,866
117
$346K 0.15%
4,325
-1,520
118
$340K 0.15%
1,621
-317
119
$340K 0.15%
14,115
+2,707
120
$338K 0.15%
1,458
-327
121
$330K 0.14%
2,237
+164
122
$328K 0.14%
+1,666
123
$327K 0.14%
2,778
+28
124
$315K 0.14%
6,035
-2,000
125
$310K 0.13%
5,652
+302
3 4
5
6 7