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
$254M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.02M
3
+$1.01M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$558K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$529K

Top Sells

1
+$2.59M
2
+$303K
3
+$259K
4
SM icon
SM Energy
SM
+$251K
5
JPM icon
JPMorgan Chase
JPM
+$225K

Sector Composition

1 Energy 14.59%
2 Technology 11.11%
3 Financials 6.52%
4 Healthcare 5.89%
5 Industrials 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$318K 0.13%
+2,313
127
$300K 0.12%
2,411
128
$285K 0.11%
15,875
129
$285K 0.11%
1,295
-225
130
$283K 0.11%
2,345
131
$279K 0.11%
89,866
132
$278K 0.11%
2,488
133
$259K 0.1%
4,120
134
$254K 0.1%
1,917
-210
135
$253K 0.1%
5,684
+50
136
$251K 0.1%
22,327
-22,331
137
$247K 0.1%
2,221
138
$239K 0.09%
23,800
139
$236K 0.09%
3,611
+25
140
$235K 0.09%
+39,840
141
$231K 0.09%
5,250
142
$229K 0.09%
+5,000
143
$227K 0.09%
2,399
-62
144
$226K 0.09%
1,065
-433
145
$222K 0.09%
5,046
146
$222K 0.09%
2,224
-159
147
$218K 0.09%
373
148
$218K 0.09%
+890
149
$215K 0.08%
3,556
150
$210K 0.08%
1,654
-300
3 4 5
6
7