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
$388M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.33M
3
+$1.74M
4
FISV
Fiserv Inc
FISV
+$1.66M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.56M

Top Sells

1
+$12M
2
+$3.59M
3
+$2.18M
4
CVX icon
Chevron
CVX
+$2.11M
5
MNRL
Brigham Minerals, Inc. Class A Common Stock
MNRL
+$1.44M

Sector Composition

1 Energy 13.9%
2 Technology 12.41%
3 Healthcare 8.8%
4 Financials 8.05%
5 Consumer Staples 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$649K 0.17%
2,716
-88
102
$642K 0.17%
34,856
-7,975
103
$593K 0.15%
6,360
-850
104
$573K 0.15%
8,841
-203
105
$566K 0.15%
3,424
-43
106
$549K 0.14%
6,897
107
$549K 0.14%
7,175
108
$545K 0.14%
15,942
-1,271
109
$544K 0.14%
5,950
110
$533K 0.14%
2,787
+413
111
$505K 0.13%
5,145
112
$501K 0.13%
2,352
113
$500K 0.13%
6,950
-190
114
$491K 0.13%
3,324
-200
115
$489K 0.13%
1,985
+1
116
$479K 0.12%
2,750
117
$478K 0.12%
+11,380
118
$477K 0.12%
2,058
119
$475K 0.12%
25,900
-5,100
120
$466K 0.12%
2,114
-18
121
$448K 0.12%
2,456
-423
122
$441K 0.11%
5,678
-1,546
123
$425K 0.11%
4,274
-2,484
124
$419K 0.11%
1,571
-148
125
$411K 0.11%
2,358
-529
3 4
5
6 7