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
$355M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$243K
3
+$234K
4
IAU icon
iShares Gold Trust
IAU
+$219K
5
ORCL icon
Oracle
ORCL
+$201K

Top Sells

1
+$4.18M
2
+$2.14M
3
+$1.75M
4
JPST icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$426K 0.12%
5,145
127
$422K 0.12%
2,960
128
$394K 0.11%
15,308
-2,627
129
$393K 0.11%
5,599
-267
130
$388K 0.11%
7,059
-25
131
$386K 0.11%
2,669
132
$385K 0.11%
2,132
-33
133
$381K 0.11%
1,436
+56
134
$377K 0.11%
2,267
+782
135
$372K 0.1%
449
-20
136
$364K 0.1%
3,237
+1,000
137
$359K 0.1%
2,424
138
$350K 0.1%
2,834
139
$345K 0.1%
2,310
140
$340K 0.1%
3,684
+201
141
$337K 0.09%
15,502
142
$336K 0.09%
1,507
143
$327K 0.09%
4,075
144
$311K 0.09%
2,488
145
$305K 0.09%
2,532
146
$303K 0.09%
2,716
+14
147
$303K 0.09%
2,028
-21
148
$303K 0.09%
3,866
149
$296K 0.08%
1,846
150
$292K 0.08%
6,144
-750
4 5
6
7 8