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
$130M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$5.45M
3
+$4.41M
4
MSFT icon
Microsoft
MSFT
+$3.57M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.17M

Top Sells

No sells this quarter

Sector Composition

1 Energy 26.98%
2 Technology 9.82%
3 Financials 8.76%
4 Healthcare 7.97%
5 Industrials 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$182K 0.14%
+3,993
127
$178K 0.14%
+23,800
128
$177K 0.14%
+550
129
$176K 0.14%
+7,158
130
$169K 0.13%
+1,104
131
$168K 0.13%
+1,398
132
$163K 0.13%
+1,671
133
$162K 0.12%
+6,103
134
$161K 0.12%
+1,265
135
$155K 0.12%
+7,500
136
$153K 0.12%
+1,114
137
$151K 0.12%
+9,618
138
$147K 0.11%
+2,298
139
$144K 0.11%
+637
140
$141K 0.11%
+6,300
141
$141K 0.11%
+2,317
142
$140K 0.11%
+6,546
143
$140K 0.11%
+9,950
144
$138K 0.11%
+5,480
145
$131K 0.1%
+17,500
146
$130K 0.1%
+10,000
147
$129K 0.1%
+2,485
148
$128K 0.1%
+3,839
149
$128K 0.1%
+8,331
150
$128K 0.1%
+1,919
4 5
6
7 8