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
$413M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$616K
3
+$442K
4
UL icon
Unilever
UL
+$404K
5
NKE icon
Nike
NKE
+$398K

Top Sells

1
+$2.35M
2
+$2.12M
3
+$1.88M
4
WMT icon
Walmart Inc. Common Stock
WMT
+$565K
5
SYY icon
Sysco
SYY
+$550K

Sector Composition

1 Technology 15.59%
2 Energy 10.61%
3 Healthcare 8.58%
4 Financials 8.07%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$566K 0.14%
6,430
+29
102
$557K 0.13%
2,750
103
$552K 0.13%
5,145
104
$542K 0.13%
2,927
-740
105
$530K 0.13%
15,729
-1,419
106
$529K 0.13%
2,114
107
$503K 0.12%
2,960
108
$499K 0.12%
2,268
-520
109
$497K 0.12%
4,828
+26
110
$495K 0.12%
31,032
-3,000
111
$489K 0.12%
5,255
+20
112
$473K 0.11%
1,532
+8
113
$470K 0.11%
2,699
-625
114
$458K 0.11%
5,397
-1,500
115
$458K 0.11%
12,304
-4,871
116
$434K 0.11%
6,285
-75
117
$410K 0.1%
3,210
118
$405K 0.1%
2,704
119
$404K 0.1%
+7,756
120
$404K 0.1%
2,841
-358
121
$401K 0.1%
21,801
+2
122
$400K 0.1%
3,950
123
$398K 0.1%
4,075
124
$396K 0.1%
3,328
+43
125
$394K 0.1%
2,290
3 4
5
6 7