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
$216M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$862K
3
+$802K
4
DHR icon
Danaher
DHR
+$717K
5
UNH icon
UnitedHealth
UNH
+$627K

Top Sells

1
+$11.6M
2
+$1.37M
3
+$515K
4
PFE icon
Pfizer
PFE
+$411K
5
MNRL
Brigham Minerals, Inc. Class A Common Stock
MNRL
+$282K

Sector Composition

1 Technology 12.67%
2 Energy 10.6%
3 Financials 6.86%
4 Healthcare 6.75%
5 Consumer Discretionary 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$286K 0.13%
2,537
-843
127
$285K 0.13%
2,866
+59
128
$283K 0.13%
+5,350
129
$272K 0.13%
2,488
130
$268K 0.12%
12,000
131
$265K 0.12%
+1,765
132
$264K 0.12%
11,408
-5,926
133
$261K 0.12%
1,208
-77
134
$261K 0.12%
9,301
+5,551
135
$261K 0.12%
1,670
-300
136
$258K 0.12%
2,323
-75
137
$251K 0.12%
+2,750
138
$250K 0.12%
3,645
139
$249K 0.12%
+13,529
140
$249K 0.12%
+893
141
$245K 0.11%
2,309
+100
142
$242K 0.11%
+939
143
$242K 0.11%
4,120
-1,221
144
$241K 0.11%
4,105
-450
145
$241K 0.11%
4,012
+532
146
$240K 0.11%
+1,456
147
$233K 0.11%
10,250
148
$230K 0.11%
+4,073
149
$225K 0.1%
+9,696
150
$225K 0.1%
+321
3 4 5
6
7