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
$301M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$991K
3
+$987K
4
CVX icon
Chevron
CVX
+$906K
5
GM icon
General Motors
GM
+$755K

Top Sells

1
+$940K
2
+$835K
3
+$695K
4
META icon
Meta Platforms (Facebook)
META
+$651K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$471K

Sector Composition

1 Technology 13.81%
2 Energy 10.19%
3 Financials 8.23%
4 Healthcare 6.03%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$393K 0.13%
2,313
127
$381K 0.13%
15,502
128
$373K 0.12%
2,836
+29
129
$370K 0.12%
4,075
130
$363K 0.12%
11,169
131
$349K 0.12%
2,488
132
$346K 0.11%
14,000
133
$341K 0.11%
2,411
134
$336K 0.11%
4,350
135
$332K 0.11%
16,495
+164
136
$332K 0.11%
2,191
-20
137
$329K 0.11%
902
138
$321K 0.11%
895
139
$320K 0.11%
2,125
140
$303K 0.1%
4,109
+9
141
$283K 0.09%
+3,250
142
$281K 0.09%
4,120
143
$279K 0.09%
1,251
+168
144
$274K 0.09%
+5,182
145
$270K 0.09%
540
146
$268K 0.09%
+1,155
147
$267K 0.09%
+3,727
148
$261K 0.09%
1,294
149
$255K 0.08%
1,797
-50
150
$255K 0.08%
10,473
4 5
6
7 8