MWA
Meridian Wealth Advisors Portfolio holdings
AUM
$632M
1-Year Return
12.33%
This Quarter Return
+1.22%
1 Year Return
+12.33%
3 Year Return
+67.24%
5 Year Return
+132.3%
10 Year Return
–
AUM
$234M
AUM Growth
+$90.3M
(+63%)
Cap. Flow
+$95M
Cap. Flow
% of AUM
40.65%
Top 10 Holdings %
Top 10 Hldgs %
46.53%
Holding
164
New
38
Increased
78
Reduced
13
Closed
10
Top Buys
| 1 |
Pacer Trendpilot US Large Cap ETF
PTLC
|
$17.6M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$8.78M |
| 3 |
Apple
AAPL
|
$7.41M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
$6.19M |
| 5 |
iShares Gold Trust
IAU
|
$5.04M |
Top Sells
| 1 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
$410K |
| 2 |
Microchip Technology
MCHP
|
$402K |
| 3 |
Synchrony
SYF
|
$295K |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$276K |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
$274K |
Sector Composition
| 1 | Energy | 15.59% |
| 2 | Technology | 11.21% |
| 3 | Financials | 6.52% |
| 4 | Healthcare | 5.6% |
| 5 | Industrials | 4.39% |
