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
$359M
AUM Growth
+$5.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$984K
3
+$838K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$633K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$483K

Top Sells

1
+$2.06M
2
+$572K
3
+$387K
4
ACC
American Campus Communities, Inc.
ACC
+$374K
5
GM icon
General Motors
GM
+$356K

Sector Composition

1 Technology 14.47%
2 Energy 9.65%
3 Financials 8.2%
4 Healthcare 6.85%
5 Consumer Discretionary 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$640K 0.18%
66,753
102
$637K 0.18%
7,505
+165
103
$633K 0.18%
10,879
+71
104
$628K 0.17%
11,778
+250
105
$618K 0.17%
3,213
106
$616K 0.17%
11,715
+107
107
$601K 0.17%
16,009
+231
108
$593K 0.17%
7,552
+113
109
$590K 0.16%
28,720
+12,075
110
$577K 0.16%
2,886
111
$553K 0.15%
2,491
112
$553K 0.15%
2,750
113
$550K 0.15%
18,841
+37
114
$549K 0.15%
4,254
-83
115
$540K 0.15%
3,681
+93
116
$539K 0.15%
1,684
+4
117
$539K 0.15%
2,960
+37
118
$531K 0.15%
2,960
119
$524K 0.15%
2,583
+1
120
$507K 0.14%
4,356
121
$503K 0.14%
5,145
122
$493K 0.14%
16,734
123
$470K 0.13%
1,805
124
$465K 0.13%
9,173
125
$461K 0.13%
8,740
-6,749
3 4
5
6 7