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
$233M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$3.8M
3
+$1.71M
4
GLD icon
SPDR Gold Trust
GLD
+$813K
5
VUG icon
Vanguard Growth ETF
VUG
+$727K

Top Sells

1
+$3.63M
2
+$2.68M
3
+$1.86M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$909K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$565K

Sector Composition

1 Technology 14.96%
2 Healthcare 6.96%
3 Financials 6.75%
4 Energy 6.74%
5 Consumer Discretionary 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$303K 0.13%
1,030
-178
127
$300K 0.13%
+1,812
128
$298K 0.13%
2,488
129
$293K 0.13%
2,807
-59
130
$288K 0.12%
2,125
-220
131
$288K 0.12%
5,001
-621
132
$284K 0.12%
901
+189
133
$279K 0.12%
4,016
+4
134
$278K 0.12%
894
+1
135
$274K 0.12%
12,000
136
$269K 0.12%
3,955
-53,369
137
$267K 0.11%
550
+10
138
$266K 0.11%
4,410
+305
139
$264K 0.11%
4,120
140
$263K 0.11%
13,699
+170
141
$261K 0.11%
2,211
-326
142
$253K 0.11%
4,086
+13
143
$248K 0.11%
326
+5
144
$247K 0.11%
2,461
-544
145
$245K 0.11%
796
-800
146
$241K 0.1%
10,250
147
$225K 0.1%
3,858
-575
148
$224K 0.1%
1,013
-372
149
$217K 0.09%
1,305
+70
150
$217K 0.09%
5,201
-64,274
4 5
6
7 8