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
$457M
AUM Growth
+$56.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$2.26M
3
+$571K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$285K
5
MSFT icon
Microsoft
MSFT
+$278K

Top Sells

1
+$1.99M
2
+$1.89M
3
+$1.29M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$890K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$659K

Sector Composition

1 Technology 15.48%
2 Energy 14.45%
3 Financials 8.57%
4 Healthcare 8.34%
5 Consumer Discretionary 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$595K 0.13%
2,825
-53
102
$571K 0.13%
+10,841
103
$558K 0.12%
4,895
104
$544K 0.12%
2,076
105
$541K 0.12%
14,385
-1,363
106
$537K 0.12%
1,531
-50
107
$524K 0.11%
18,189
-2,377
108
$518K 0.11%
3,297
109
$506K 0.11%
5,397
110
$493K 0.11%
29,409
+241
111
$490K 0.11%
2,740
112
$478K 0.1%
2,549
-48
113
$473K 0.1%
3,210
114
$460K 0.1%
5,820
-473
115
$452K 0.1%
2,290
116
$439K 0.1%
20,900
-1,024
117
$437K 0.1%
29,050
+250
118
$433K 0.09%
3,950
119
$425K 0.09%
2,841
120
$424K 0.09%
4,075
121
$421K 0.09%
2,488
122
$415K 0.09%
1,884
+2
123
$405K 0.09%
2,456
124
$384K 0.08%
3,881
+30
125
$382K 0.08%
540
3 4
5
6 7