MWA

Meridian Wealth Advisors Portfolio holdings

AUM $722M
1-Year Est. Return 16.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$632M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$3.39M
3
+$2.22M
4
AVGO icon
Broadcom
AVGO
+$1.77M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.52M

Top Sells

1
+$4.46M
2
+$2.3M
3
+$1.67M
4
ALL icon
Allstate
ALL
+$1.21M
5
WMT icon
Walmart Inc
WMT
+$1.15M

Sector Composition

1 Technology 16.15%
2 Energy 12.07%
3 Financials 9.16%
4 Consumer Discretionary 5.29%
5 Healthcare 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$659K 0.1%
12,582
102
$649K 0.1%
2,633
+130
103
$629K 0.1%
5,754
+10
104
$623K 0.1%
14,778
+4,810
105
$618K 0.1%
11,870
106
$615K 0.1%
4,565
107
$612K 0.1%
2,949
-104
108
$607K 0.1%
3,075
109
$606K 0.1%
232
110
$605K 0.1%
2,196
-176
111
$602K 0.1%
4,000
112
$595K 0.09%
+23,469
113
$565K 0.09%
5,200
114
$560K 0.09%
2,488
115
$559K 0.09%
2,878
-20
116
$555K 0.09%
2,700
117
$546K 0.09%
29,000
118
$541K 0.09%
1,335
-59
119
$527K 0.08%
1,854
120
$526K 0.08%
743
+151
121
$513K 0.08%
2,076
122
$502K 0.08%
2,841
123
$485K 0.08%
1,733
124
$474K 0.07%
10,355
125
$470K 0.07%
+5,000
3 4
5
6 7