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
$274M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$1.71M
3
+$1.33M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.31M
5
IAU icon
iShares Gold Trust
IAU
+$1.26M

Top Sells

1
+$917K
2
+$722K
3
+$670K
4
GLD icon
SPDR Gold Trust
GLD
+$597K
5
MDT icon
Medtronic
MDT
+$589K

Sector Composition

1 Technology 15.31%
2 Financials 7.44%
3 Energy 7.43%
4 Healthcare 6.22%
5 Consumer Discretionary 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$520K 0.19%
7,008
-95
102
$495K 0.18%
13,441
-989
103
$484K 0.18%
3,010
104
$483K 0.18%
2,750
105
$480K 0.18%
3,989
-178
106
$479K 0.17%
2,721
-75
107
$475K 0.17%
2,892
-185
108
$470K 0.17%
3,217
-555
109
$461K 0.17%
21,204
+980
110
$456K 0.17%
5,145
111
$436K 0.16%
8,070
-550
112
$422K 0.15%
1,804
+138
113
$420K 0.15%
2,757
-21
114
$417K 0.15%
6,435
+400
115
$412K 0.15%
66,753
-1,536
116
$405K 0.15%
13,752
-363
117
$403K 0.15%
+6,682
118
$402K 0.15%
+11,169
119
$390K 0.14%
2,313
-125
120
$387K 0.14%
5,671
+1,813
121
$383K 0.14%
1,878
-58
122
$382K 0.14%
1,071
+33
123
$380K 0.14%
15,502
+5,252
124
$369K 0.13%
1,894
-1,440
125
$361K 0.13%
1,833
-1,738
3 4
5
6 7