MWA
Meridian Wealth Advisors Portfolio holdings
AUM
$632M
This Quarter Return
-3.43%
1 Year Return
+12.33%
3 Year Return
+67.24%
5 Year Return
+132.3%
10 Year Return
–
AUM
$355M
AUM Growth
+$355M
(-5.6%)
Cap. Flow
+$257K
Cap. Flow
% of AUM
0.07%
Top 10 Holdings %
Top 10 Hldgs %
43.45%
Holding
197
New
2
Increased
58
Reduced
73
Closed
11
Top Buys
| 1 |
SPDR S&P Dividend ETF
SDY
|
$13.4M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$4.08M |
| 3 |
Alphabet (Google) Class C
GOOG
|
$1.66M |
| 4 |
Tesla
TSLA
|
$259K |
| 5 |
PayPal
PYPL
|
$243K |
Top Sells
| 1 |
Chevron
CVX
|
$4.18M |
| 2 |
Exxon Mobil
XOM
|
$2.14M |
| 3 |
iShares Core S&P 500 ETF
IVV
|
$1.75M |
| 4 |
JPMorgan Ultra-Short Income ETF
JPST
|
$1.06M |
| 5 |
ACC
American Campus Communities, Inc.
ACC
|
$858K |
Sector Composition
| 1 | Energy | 14.04% |
| 2 | Technology | 13.12% |
| 3 | Healthcare | 8.36% |
| 4 | Financials | 7.2% |
| 5 | Consumer Staples | 5.41% |
