MWA
Meridian Wealth Advisors Portfolio holdings
AUM
$632M
This Quarter Return
+18.44%
1 Year Return
+12.33%
3 Year Return
+67.24%
5 Year Return
+132.3%
10 Year Return
–
AUM
$216M
AUM Growth
+$216M
(+20%)
Cap. Flow
+$5.68M
Cap. Flow
% of AUM
2.63%
Top 10 Holdings %
Top 10 Hldgs %
42.92%
Holding
171
New
29
Increased
74
Reduced
39
Closed
7
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$3.02M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
$862K |
| 3 |
iShares Gold Trust
IAU
|
$802K |
| 4 |
Danaher
DHR
|
$717K |
| 5 |
UnitedHealth
UNH
|
$627K |
Top Sells
| 1 |
Pacer Trendpilot US Large Cap ETF
PTLC
|
$11.6M |
| 2 |
Apple
AAPL
|
$1.37M |
| 3 |
United States Oil Fund
USO
|
$581K |
| 4 |
Pacer Trendpilot US Mid Cap ETF
PTMC
|
$515K |
| 5 |
Pfizer
PFE
|
$411K |
Sector Composition
| 1 | Technology | 12.67% |
| 2 | Energy | 10.6% |
| 3 | Financials | 6.86% |
| 4 | Healthcare | 6.75% |
| 5 | Consumer Discretionary | 5.24% |
