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
$234M
AUM Growth
+$90.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$8.78M
3
+$7.41M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.19M
5
IAU icon
iShares Gold Trust
IAU
+$5.04M

Top Sells

1
+$410K
2
+$402K
3
+$295K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$276K
5
VYM icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$285K 0.12%
2,411
-85
127
$272K 0.12%
1,954
128
$269K 0.12%
+15,875
129
$265K 0.11%
+2,127
130
$264K 0.11%
4,187
-290
131
$257K 0.11%
2,488
132
$253K 0.11%
4,120
133
$251K 0.11%
1,498
+338
134
$247K 0.11%
+2,208
135
$237K 0.1%
23,800
136
$233K 0.1%
2,345
-2,040
137
$227K 0.1%
2,221
138
$227K 0.1%
+5,634
139
$224K 0.1%
5,250
140
$219K 0.09%
+3,586
141
$215K 0.09%
+373
142
$214K 0.09%
+2,461
143
$213K 0.09%
+1,954
144
$212K 0.09%
+2,383
145
$209K 0.09%
+3,785
146
$208K 0.09%
5,046
+60
147
$207K 0.09%
+3,556
148
$151K 0.06%
10,000
149
$144K 0.06%
17,500
150
$88K 0.04%
16,000
3 4 5
6
7