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
$606M
AUM Growth
+$8.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$4.26M
3
+$3.63M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.84M
5
NXPI icon
NXP Semiconductors
NXPI
+$2.67M

Top Sells

1
+$3.08M
2
+$2.79M
3
+$2.79M
4
AMT icon
American Tower
AMT
+$2.7M
5
DVN icon
Devon Energy
DVN
+$2.51M

Sector Composition

1 Energy 17.13%
2 Technology 15.17%
3 Financials 9.6%
4 Consumer Discretionary 5.58%
5 Healthcare 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$642K 0.11%
2,766
102
$634K 0.1%
4,605
103
$633K 0.1%
4,805
-90
104
$625K 0.1%
3,165
105
$608K 0.1%
12,582
106
$587K 0.1%
3,130
-73
107
$583K 0.1%
2,600
-140
108
$572K 0.09%
540
109
$564K 0.09%
2,224
110
$561K 0.09%
4,025
-50
111
$546K 0.09%
28,000
+6,500
112
$544K 0.09%
1,548
+6
113
$537K 0.09%
2,898
114
$535K 0.09%
3,208
+49
115
$529K 0.09%
2,488
116
$526K 0.09%
2,076
117
$519K 0.09%
2,578
+202
118
$493K 0.08%
30,350
-1,000
119
$481K 0.08%
2,841
120
$477K 0.08%
2,475
-10
121
$469K 0.08%
17,163
122
$468K 0.08%
24,409
-798
123
$444K 0.07%
1,745
-125
124
$435K 0.07%
4,330
-100
125
$427K 0.07%
10,355
3 4
5
6 7