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
$561M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$6.05M
3
+$1.55M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.44M
5
IAU icon
iShares Gold Trust
IAU
+$1.36M

Top Sells

1
+$4M
2
+$3.5M
3
+$881K
4
LMT icon
Lockheed Martin
LMT
+$420K
5
INTC icon
Intel
INTC
+$291K

Sector Composition

1 Energy 19.05%
2 Technology 14.87%
3 Financials 8.1%
4 Healthcare 6.91%
5 Consumer Discretionary 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$597K 0.11%
4,895
102
$596K 0.11%
14,497
+112
103
$573K 0.1%
5,710
-2,436
104
$567K 0.1%
8,664
-120
105
$551K 0.1%
5,005
-392
106
$550K 0.1%
3,165
+35
107
$544K 0.1%
2,765
+108
108
$524K 0.09%
32,050
109
$519K 0.09%
4,075
110
$500K 0.09%
2,740
111
$499K 0.09%
2,174
+480
112
$493K 0.09%
2,999
+802
113
$492K 0.09%
2,076
114
$491K 0.09%
2,488
115
$484K 0.09%
3,950
116
$484K 0.09%
2,772
+658
117
$476K 0.08%
1,569
+38
118
$463K 0.08%
2,382
+6
119
$457K 0.08%
2,282
+35
120
$456K 0.08%
2,841
121
$445K 0.08%
17,163
+6,690
122
$440K 0.08%
1,869
123
$429K 0.08%
520
124
$425K 0.08%
540
125
$403K 0.07%
2,851
+42
3 4
5
6 7