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
$376M
AUM Growth
-$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$8.74M
2
+$2.16M
3
+$961K
4
T icon
AT&T
T
+$865K
5
APD icon
Air Products & Chemicals
APD
+$684K

Top Sells

1
+$10.1M
2
+$4.44M
3
+$1.87M
4
AAPL icon
Apple
AAPL
+$1.58M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.04M

Sector Composition

1 Energy 14.64%
2 Technology 13.43%
3 Healthcare 8.34%
4 Financials 7.75%
5 Consumer Staples 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$668K 0.18%
7,210
-1,544
102
$668K 0.18%
3,217
103
$668K 0.18%
4,142
-1,634
104
$666K 0.18%
7,422
-1,705
105
$629K 0.17%
5,524
-2,233
106
$621K 0.17%
4,845
107
$609K 0.16%
61,054
108
$601K 0.16%
5,879
-1,878
109
$598K 0.16%
2,851
+278
110
$595K 0.16%
7,025
-351
111
$589K 0.16%
2,804
-81
112
$569K 0.15%
4,175
-73,894
113
$551K 0.15%
7,150
+875
114
$541K 0.14%
17,207
-243
115
$536K 0.14%
3,279
-2,681
116
$524K 0.14%
5,950
117
$524K 0.14%
2,352
118
$491K 0.13%
25,798
-1,739
119
$490K 0.13%
5,451
+3
120
$487K 0.13%
1,982
+539
121
$486K 0.13%
3,165
+58
122
$480K 0.13%
2,058
+610
123
$478K 0.13%
5,235
-100
124
$477K 0.13%
1,718
-572
125
$474K 0.13%
2,750
3 4
5
6 7