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
$359M
AUM Growth
+$5.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$984K
3
+$838K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$633K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$483K

Top Sells

1
+$2.06M
2
+$572K
3
+$387K
4
ACC
American Campus Communities, Inc.
ACC
+$374K
5
GM icon
General Motors
GM
+$356K

Sector Composition

1 Technology 14.47%
2 Energy 9.65%
3 Financials 8.2%
4 Healthcare 6.85%
5 Consumer Discretionary 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$447K 0.12%
1,133
+186
127
$446K 0.12%
6,754
-104
128
$437K 0.12%
8,066
+182
129
$436K 0.12%
5,071
+50
130
$417K 0.12%
4,075
131
$404K 0.11%
2,411
132
$397K 0.11%
1,922
-63
133
$388K 0.11%
64,866
134
$383K 0.11%
15,875
135
$381K 0.11%
15,502
136
$380K 0.11%
2,807
137
$379K 0.11%
2,488
138
$377K 0.11%
1,399
139
$371K 0.1%
7,330
140
$370K 0.1%
4,918
141
$367K 0.1%
5,415
-22
142
$360K 0.1%
896
143
$356K 0.1%
2,273
-147
144
$356K 0.1%
2,200
-30
145
$351K 0.1%
5,750
+540
146
$349K 0.1%
1,003
-60
147
$342K 0.1%
14,000
148
$337K 0.09%
943
+1
149
$336K 0.09%
540
150
$331K 0.09%
4,130
+12
4 5
6
7 8