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
$431M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$1.71M
3
+$1.59M
4
IAU icon
iShares Gold Trust
IAU
+$1.37M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.12M

Top Sells

1
+$2.49M
2
+$2.38M
3
+$1.19M
4
ACC
American Campus Communities, Inc.
ACC
+$503K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$376K

Sector Composition

1 Technology 15.02%
2 Energy 12.23%
3 Financials 8.64%
4 Healthcare 7.15%
5 Consumer Discretionary 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$803K 0.19%
3,743
+809
102
$788K 0.18%
15,385
+3,250
103
$772K 0.18%
2,290
-1
104
$725K 0.17%
11,543
+1,033
105
$707K 0.16%
2,718
+1,301
106
$692K 0.16%
1,936
+932
107
$683K 0.16%
61,054
-5,699
108
$677K 0.16%
5,335
+958
109
$676K 0.16%
2,352
110
$669K 0.16%
17,450
+1,285
111
$664K 0.15%
1,123
+643
112
$664K 0.15%
4,845
-335
113
$656K 0.15%
2,885
-1
114
$635K 0.15%
5,950
115
$623K 0.14%
2,573
-244
116
$602K 0.14%
7,376
-113
117
$601K 0.14%
4,626
-148
118
$593K 0.14%
27,537
-8,719
119
$588K 0.14%
5,084
+3,476
120
$586K 0.14%
17,602
+45
121
$573K 0.13%
2,750
122
$570K 0.13%
3,107
-147
123
$558K 0.13%
29,330
+315
124
$548K 0.13%
2,960
125
$545K 0.13%
5,448
+18
3 4
5
6 7