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
$388M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.33M
3
+$1.74M
4
FISV
Fiserv Inc
FISV
+$1.66M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.56M

Top Sells

1
+$12M
2
+$3.59M
3
+$2.18M
4
CVX icon
Chevron
CVX
+$2.11M
5
MNRL
Brigham Minerals, Inc. Class A Common Stock
MNRL
+$1.44M

Sector Composition

1 Energy 13.9%
2 Technology 12.41%
3 Healthcare 8.8%
4 Financials 8.05%
5 Consumer Staples 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$404K 0.1%
20,356
-5,442
127
$398K 0.1%
2,834
128
$388K 0.1%
5,235
-400
129
$382K 0.1%
2,960
130
$382K 0.1%
2,704
+907
131
$380K 0.1%
449
132
$368K 0.09%
4,675
-924
133
$368K 0.09%
2,327
+17
134
$355K 0.09%
2,424
135
$351K 0.09%
1,382
-125
136
$347K 0.09%
1,303
-496
137
$347K 0.09%
2,556
-113
138
$346K 0.09%
2,532
139
$344K 0.09%
2,658
-58
140
$343K 0.09%
15,502
141
$337K 0.09%
10,230
+68
142
$333K 0.09%
5,299
-1,760
143
$332K 0.09%
4,075
144
$331K 0.09%
11,549
+186
145
$329K 0.08%
2,488
146
$326K 0.08%
3,904
+38
147
$325K 0.08%
12,279
-3,029
148
$323K 0.08%
2,377
-860
149
$318K 0.08%
2,099
150
$315K 0.08%
3,137
-547
4 5
6
7 8