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
$353M
AUM Growth
+$52.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2.57M
3
+$1.43M
4
AAPL icon
Apple
AAPL
+$1.37M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$1.28M

Top Sells

1
+$1.63M
2
+$642K
3
+$506K
4
AMGN icon
Amgen
AMGN
+$412K
5
PTMC icon
Pacer Trendpilot US Mid Cap ETF
PTMC
+$353K

Sector Composition

1 Technology 14.14%
2 Energy 9.95%
3 Financials 8.12%
4 Healthcare 6.72%
5 Consumer Discretionary 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$462K 0.13%
6,858
+59
127
$461K 0.13%
7,884
+814
128
$444K 0.13%
1,985
+107
129
$428K 0.12%
5,021
+671
130
$424K 0.12%
15,875
131
$423K 0.12%
4,356
-1,399
132
$416K 0.12%
19,160
-1,982
133
$411K 0.12%
4,075
134
$398K 0.11%
2,411
135
$388K 0.11%
1,063
+377
136
$386K 0.11%
2,807
-29
137
$384K 0.11%
2,420
+229
138
$383K 0.11%
15,502
139
$379K 0.11%
2,488
140
$373K 0.11%
947
+45
141
$371K 0.11%
4,918
+1,683
142
$366K 0.1%
14,000
143
$365K 0.1%
2,230
+105
144
$357K 0.1%
896
+1
145
$356K 0.1%
5,325
+1,470
146
$343K 0.1%
16,645
+150
147
$334K 0.09%
942
-1,428
148
$333K 0.09%
+1,399
149
$331K 0.09%
5,437
+255
150
$329K 0.09%
4,118
+9
4 5
6
7 8