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
$399M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$723K
3
+$632K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$572K
5
CMCSA icon
Comcast
CMCSA
+$566K

Top Sells

1
+$3.68M
2
+$2.54M
3
+$1.86M
4
MPC icon
Marathon Petroleum
MPC
+$1.25M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.09M

Sector Composition

1 Technology 14.95%
2 Energy 11.5%
3 Healthcare 8.26%
4 Financials 7.87%
5 Consumer Staples 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$605K 0.15%
2,716
102
$587K 0.15%
2,352
103
$569K 0.14%
2,788
+1
104
$551K 0.14%
17,148
+1,206
105
$550K 0.14%
7,123
-52
106
$548K 0.14%
3,324
107
$540K 0.14%
6,897
108
$539K 0.13%
409
-40
109
$521K 0.13%
5,145
110
$516K 0.13%
6,401
+723
111
$515K 0.13%
2,114
112
$514K 0.13%
2,750
113
$511K 0.13%
4,802
+528
114
$482K 0.12%
6,950
115
$473K 0.12%
6,360
116
$468K 0.12%
2,456
117
$465K 0.12%
2,058
118
$460K 0.12%
5,235
119
$443K 0.11%
2,960
120
$442K 0.11%
3,199
+365
121
$436K 0.11%
1,524
-47
122
$433K 0.11%
1,350
+47
123
$431K 0.11%
21,799
+1,443
124
$418K 0.1%
1,987
+2
125
$391K 0.1%
2,704
3 4
5
6 7