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
$589M
AUM Growth
-$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$4.15M
3
+$3.27M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.23M
5
IAU icon
iShares Gold Trust
IAU
+$2.15M

Top Sells

1
+$6.35M
2
+$4.12M
3
+$2.8M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.26M
5
AMT icon
American Tower
AMT
+$765K

Sector Composition

1 Energy 16.06%
2 Technology 14.79%
3 Financials 9.34%
4 Healthcare 5.77%
5 Consumer Discretionary 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$601K 0.1%
5,744
-645
102
$552K 0.09%
29,000
+1,000
103
$549K 0.09%
3,053
-77
104
$546K 0.09%
11,870
105
$545K 0.09%
2,898
106
$525K 0.09%
3,165
107
$515K 0.09%
2,076
108
$513K 0.09%
2,600
109
$508K 0.09%
4,000
-25
110
$501K 0.09%
2,488
111
$491K 0.08%
2,841
112
$480K 0.08%
17,163
113
$454K 0.08%
12,296
-6,936
114
$454K 0.08%
1,854
-370
115
$453K 0.08%
232
116
$452K 0.08%
1,449
-99
117
$451K 0.08%
22,710
-1,699
118
$449K 0.08%
3,209
+1
119
$435K 0.07%
2,476
+1
120
$430K 0.07%
540
121
$430K 0.07%
4,330
122
$429K 0.07%
1,733
-12
123
$408K 0.07%
6,015
-210
124
$405K 0.07%
9,968
125
$402K 0.07%
1,647
+3
3 4
5
6 7