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
$353M
AUM Growth
+$52.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2.57M
3
+$1.43M
4
AAPL icon
Apple
AAPL
+$1.37M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$1.28M

Top Sells

1
+$1.63M
2
+$642K
3
+$506K
4
AMGN icon
Amgen
AMGN
+$412K
5
PTMC icon
Pacer Trendpilot US Mid Cap ETF
PTMC
+$353K

Sector Composition

1 Technology 14.14%
2 Energy 9.95%
3 Financials 8.12%
4 Healthcare 6.72%
5 Consumer Discretionary 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$647K 0.18%
11,528
+2,182
102
$636K 0.18%
2,246
-95
103
$620K 0.18%
4,337
+852
104
$618K 0.18%
3,213
+248
105
$612K 0.17%
7,340
+1,708
106
$610K 0.17%
28,650
-3,500
107
$608K 0.17%
2,923
+610
108
$608K 0.17%
+11,608
109
$601K 0.17%
2,772
+222
110
$596K 0.17%
3,588
+371
111
$579K 0.16%
15,778
+2,020
112
$578K 0.16%
7,439
-454
113
$573K 0.16%
2,886
+165
114
$569K 0.16%
16,734
+5,565
115
$565K 0.16%
+18,804
116
$555K 0.16%
2,491
+263
117
$552K 0.16%
2,750
118
$529K 0.15%
2,960
-50
119
$527K 0.15%
5,145
120
$526K 0.15%
1,805
+882
121
$501K 0.14%
2,582
+453
122
$495K 0.14%
1,680
-40
123
$494K 0.14%
64,866
124
$476K 0.13%
7,330
-1,350
125
$465K 0.13%
9,173
+5,238
3 4
5
6 7