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
$301M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$991K
3
+$987K
4
CVX icon
Chevron
CVX
+$906K
5
GM icon
General Motors
GM
+$755K

Top Sells

1
+$940K
2
+$835K
3
+$695K
4
META icon
Meta Platforms (Facebook)
META
+$651K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$471K

Sector Composition

1 Technology 13.81%
2 Energy 10.19%
3 Financials 8.23%
4 Healthcare 6.03%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$550K 0.18%
9,399
-2,992
102
$533K 0.18%
64,866
-25,000
103
$518K 0.17%
3,217
104
$513K 0.17%
2,721
105
$513K 0.17%
66,753
106
$510K 0.17%
2,750
107
$507K 0.17%
5,145
108
$506K 0.17%
3,010
109
$502K 0.17%
+8,680
110
$483K 0.16%
21,142
-62
111
$480K 0.16%
2,550
-4,996
112
$479K 0.16%
13,217
-224
113
$475K 0.16%
1,720
-554
114
$471K 0.16%
32,150
+18,950
115
$468K 0.16%
13,758
+6
116
$462K 0.15%
3,485
+728
117
$461K 0.15%
2,228
+334
118
$450K 0.15%
6,799
-5,820
119
$429K 0.14%
5,755
-680
120
$424K 0.14%
5,632
-39
121
$416K 0.14%
1,878
122
$405K 0.13%
2,129
-2,366
123
$400K 0.13%
15,875
124
$395K 0.13%
7,070
+388
125
$394K 0.13%
2,837
+600
3 4
5
6 7