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
$411M
AUM Growth
+$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.51M
3
+$918K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$722K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$619K

Top Sells

1
+$319K
2
+$254K
3
+$221K
4
VBTX
Veritex Holdings
VBTX
+$206K
5
DOW icon
Dow Inc
DOW
+$204K

Sector Composition

1 Technology 15.41%
2 Energy 9.23%
3 Financials 7.6%
4 Healthcare 7.29%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$742K 0.18%
7,170
-443
102
$730K 0.18%
5,180
-35
103
$715K 0.17%
5,950
104
$712K 0.17%
2,886
105
$701K 0.17%
3,831
-423
106
$697K 0.17%
10,510
-369
107
$678K 0.16%
2,624
+41
108
$638K 0.16%
4,774
-306
109
$631K 0.15%
16,165
+156
110
$630K 0.15%
12,234
+456
111
$629K 0.15%
2,934
-26
112
$624K 0.15%
12,135
+420
113
$613K 0.15%
3,254
+41
114
$611K 0.15%
2,532
+41
115
$608K 0.15%
2,750
116
$605K 0.15%
2,960
117
$590K 0.14%
29,015
+295
118
$588K 0.14%
7,489
-63
119
$575K 0.14%
42,150
+20,900
120
$566K 0.14%
4,377
+21
121
$549K 0.13%
66,753
122
$548K 0.13%
17,557
-1,284
123
$545K 0.13%
17,025
+291
124
$544K 0.13%
5,145
125
$542K 0.13%
3,648
-33
3 4
5
6 7