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
$431M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$1.71M
3
+$1.59M
4
IAU icon
iShares Gold Trust
IAU
+$1.37M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.12M

Top Sells

1
+$2.49M
2
+$2.38M
3
+$1.19M
4
ACC
American Campus Communities, Inc.
ACC
+$503K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$376K

Sector Composition

1 Technology 15.02%
2 Energy 12.23%
3 Financials 8.64%
4 Healthcare 7.15%
5 Consumer Discretionary 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$540K 0.13%
2,372
-160
127
$530K 0.12%
5,145
128
$519K 0.12%
2,774
+363
129
$480K 0.11%
3,854
+206
130
$472K 0.11%
+4,405
131
$463K 0.11%
+2,804
132
$459K 0.11%
7,579
+852
133
$458K 0.11%
6,275
+950
134
$457K 0.11%
1,272
+78
135
$456K 0.11%
10,003
+2,148
136
$453K 0.11%
2,165
+243
137
$436K 0.1%
11,363
-5,662
138
$431K 0.1%
4,075
139
$431K 0.1%
+7,600
140
$419K 0.1%
2,834
+27
141
$418K 0.1%
2,265
+799
142
$400K 0.09%
+336
143
$396K 0.09%
2,488
144
$394K 0.09%
950
-5,745
145
$389K 0.09%
2,343
+70
146
$384K 0.09%
9,000
147
$368K 0.09%
+1,417
148
$368K 0.09%
15,502
149
$368K 0.09%
883
-15
150
$357K 0.08%
2,607
-600
4 5
6
7 8