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
$400M
AUM Growth
-$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$566K
2
+$461K
3
+$314K
4
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$312K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$230K

Top Sells

1
+$784K
2
+$780K
3
+$416K
4
IAU icon
iShares Gold Trust
IAU
+$408K
5
UL icon
Unilever
UL
+$404K

Sector Composition

1 Technology 14.95%
2 Energy 12.2%
3 Healthcare 8.44%
4 Financials 8.21%
5 Consumer Discretionary 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$561K 0.14%
5,235
-20
102
$538K 0.13%
2,750
103
$522K 0.13%
15,748
+19
104
$514K 0.13%
3,297
-70
105
$496K 0.12%
4,895
-250
106
$485K 0.12%
1,581
+49
107
$480K 0.12%
5,397
108
$478K 0.12%
2,076
-38
109
$461K 0.12%
+28,800
110
$441K 0.11%
2,740
-220
111
$439K 0.11%
6,293
+8
112
$438K 0.11%
29,168
-1,864
113
$425K 0.11%
5,430
-1,000
114
$424K 0.11%
21,924
+2,524
115
$398K 0.1%
2,290
116
$392K 0.1%
2,841
117
$387K 0.1%
2,597
-102
118
$386K 0.1%
4,075
119
$383K 0.1%
2,704
120
$382K 0.1%
3,950
121
$378K 0.09%
2,488
122
$376K 0.09%
3,210
123
$367K 0.09%
1,882
+1
124
$357K 0.09%
11,011
-1,293
125
$356K 0.09%
3,360
+32
3 4
5
6 7