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
$143M
AUM Growth
+$6.17M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
134
New
Increased
Reduced
Closed

Top Buys

1
+$508K
2
+$499K
3
+$428K
4
BSJM
Invesco BulletShares 2022 High Yield Corporate Bond ETF
BSJM
+$294K
5
PTLC icon
Pacer Trendpilot US Large Cap ETF
PTLC
+$238K

Top Sells

1
+$1.11M
2
+$932K
3
+$544K
4
KRP icon
Kimbell Royalty Partners
KRP
+$421K
5
ABBV icon
AbbVie
ABBV
+$420K

Sector Composition

1 Energy 27.02%
2 Technology 9.94%
3 Financials 8.13%
4 Healthcare 6.54%
5 Industrials 5.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$84K 0.06%
16,000
+1,000
127
$73K 0.05%
188
128
– –
0
129
$31K 0.02%
1,500
130
$19K 0.01%
1,000
131
– –
-5,211
132
– –
-5,295
133
– –
-1,746
134
– –
-3,762
2 3 4 5
6