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
$355M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$243K
3
+$234K
4
IAU icon
iShares Gold Trust
IAU
+$219K
5
ORCL icon
Oracle
ORCL
+$201K

Top Sells

1
+$4.18M
2
+$2.14M
3
+$1.75M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.06M
5
ACC
American Campus Communities, Inc.
ACC
+$858K

Sector Composition

1 Energy 14.04%
2 Technology 13.12%
3 Healthcare 8.36%
4 Financials 7.2%
5 Consumer Staples 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$573K 0.16%
9,044
-537
102
$565K 0.16%
31,000
-1,500
103
$561K 0.16%
5,482
+31
104
$553K 0.16%
5,273
-251
105
$537K 0.15%
3,467
+302
106
$523K 0.15%
17,213
+6
107
$509K 0.14%
5,950
108
$508K 0.14%
7,140
-10
109
$507K 0.14%
3,738
-404
110
$507K 0.14%
7,175
+150
111
$503K 0.14%
2,352
112
$492K 0.14%
25,798
113
$490K 0.14%
5,892
+13
114
$481K 0.14%
1,799
-1,563
115
$476K 0.13%
1,984
+2
116
$476K 0.13%
2,887
-1,619
117
$475K 0.13%
3,524
+750
118
$473K 0.13%
2,058
119
$472K 0.13%
5,635
+400
120
$454K 0.13%
2,879
-400
121
$450K 0.13%
2,750
122
$442K 0.12%
1,719
+1
123
$430K 0.12%
4,560
+213
124
$428K 0.12%
6,897
-275
125
$426K 0.12%
2,374
+1
3 4
5
6 7