MWA
Meridian Wealth Advisors Portfolio holdings
AUM
$632M
This Quarter Return
-11.62%
1 Year Return
+12.33%
3 Year Return
+67.24%
5 Year Return
+132.3%
10 Year Return
–
AUM
$376M
AUM Growth
+$376M
(-13%)
Cap. Flow
+$4.74M
Cap. Flow
% of AUM
1.26%
Top 10 Holdings %
Top 10 Hldgs %
40.76%
Holding
219
New
8
Increased
99
Reduced
50
Closed
24
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$8.74M |
| 2 |
Amazon
AMZN
|
$5.4M |
| 3 |
Exxon Mobil
XOM
|
$2.16M |
| 4 |
SPDR S&P Dividend ETF
SDY
|
$961K |
| 5 |
AT&T
T
|
$865K |
Top Sells
| 1 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$10.1M |
| 2 |
Berkshire Hathaway Class B
BRK.B
|
$4.44M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$1.87M |
| 4 |
Apple
AAPL
|
$1.58M |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
$1.04M |
Sector Composition
| 1 | Energy | 14.64% |
| 2 | Technology | 13.43% |
| 3 | Healthcare | 8.34% |
| 4 | Financials | 7.75% |
| 5 | Consumer Staples | 5.46% |
