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
$376M
AUM Growth
-$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$8.74M
2
+$2.16M
3
+$961K
4
T icon
AT&T
T
+$865K
5
APD icon
Air Products & Chemicals
APD
+$684K

Top Sells

1
+$10.1M
2
+$4.44M
3
+$1.87M
4
AAPL icon
Apple
AAPL
+$1.58M
5
XLK icon
State Street Technology Select Sector SPDR ETF
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$470K 0.12%
5,866
+1,857
127
$449K 0.12%
2,669
+404
128
$449K 0.12%
5,145
129
$448K 0.12%
2,373
+1
130
$437K 0.12%
7,430
-170
131
$435K 0.12%
+7,084
132
$417K 0.11%
2,424
+886
133
$410K 0.11%
4,347
-2,831
134
$407K 0.11%
2,960
135
$401K 0.11%
7,172
-407
136
$395K 0.11%
2,165
137
$385K 0.1%
2,774
138
$377K 0.1%
3,483
-371
139
$374K 0.1%
2,834
140
$372K 0.1%
1,507
+90
141
$364K 0.1%
2,310
+1,069
142
$347K 0.09%
9,000
143
$341K 0.09%
4,075
144
$340K 0.09%
15,502
145
$331K 0.09%
10,593
+70
146
$329K 0.09%
6,894
147
$328K 0.09%
2,488
148
$318K 0.08%
2,049
+4
149
$316K 0.08%
30,000
+10,000
150
$311K 0.08%
11,363
4 5
6
7 8