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
$411M
AUM Growth
+$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.51M
3
+$918K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$722K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$619K

Top Sells

1
+$319K
2
+$254K
3
+$221K
4
VBTX
Veritex Holdings
VBTX
+$206K
5
DOW icon
Dow Inc
DOW
+$204K

Sector Composition

1 Technology 15.41%
2 Energy 9.23%
3 Financials 7.6%
4 Healthcare 7.29%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$511K 0.12%
6,727
-27
127
$474K 0.12%
1,922
128
$471K 0.11%
4,075
129
$436K 0.11%
5,071
130
$423K 0.1%
7,855
-211
131
$421K 0.1%
1,194
132
$418K 0.1%
2,488
133
$416K 0.1%
7,090
-1,650
134
$413K 0.1%
1,417
+18
135
$413K 0.1%
2,807
136
$411K 0.1%
898
+2
137
$404K 0.1%
+9,000
138
$394K 0.1%
2,411
139
$392K 0.1%
5,430
+15
140
$392K 0.1%
64,866
141
$382K 0.09%
2,273
142
$381K 0.09%
15,502
143
$378K 0.09%
4,922
+4
144
$376K 0.09%
946
+3
145
$365K 0.09%
15,875
146
$364K 0.09%
4,143
+13
147
$361K 0.09%
1,004
+1
148
$355K 0.09%
2,041
+3
149
$351K 0.09%
540
150
$346K 0.08%
3,207
+325
4 5
6
7 8