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
$598M
AUM Growth
+$37.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$3.14M
3
+$2.24M
4
IAU icon
iShares Gold Trust
IAU
+$1.22M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.02M

Top Sells

1
+$2.98M
2
+$1.53M
3
+$1.49M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.08M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$762K

Sector Composition

1 Energy 18.53%
2 Technology 14.4%
3 Financials 8.55%
4 Healthcare 6.36%
5 Consumer Discretionary 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$596K 0.1%
9,033
-22,584
102
$570K 0.1%
12,582
-1,915
103
$559K 0.09%
4,781
+2,745
104
$550K 0.09%
2,898
+126
105
$550K 0.09%
3,165
106
$549K 0.09%
2,740
107
$545K 0.09%
1,542
-27
108
$544K 0.09%
2,076
109
$541K 0.09%
2,224
+50
110
$538K 0.09%
3,159
+308
111
$538K 0.09%
4,075
112
$537K 0.09%
2,999
113
$532K 0.09%
5,427
+1,770
114
$526K 0.09%
7,143
-1,521
115
$525K 0.09%
25,207
-25,364
116
$514K 0.09%
2,488
117
$504K 0.08%
31,350
-700
118
$496K 0.08%
2,841
119
$486K 0.08%
1,870
+1
120
$484K 0.08%
17,163
121
$483K 0.08%
540
122
$477K 0.08%
2,376
-6
123
$476K 0.08%
232
124
$475K 0.08%
10,577
+1,616
125
$467K 0.08%
11,733
3 4
5
6 7