MWA
Meridian Wealth Advisors Portfolio holdings
AUM
$632M
This Quarter Return
+5.71%
1 Year Return
+12.33%
3 Year Return
+67.24%
5 Year Return
+132.3%
10 Year Return
–
AUM
$399M
AUM Growth
+$399M
(+3%)
Cap. Flow
-$4.17M
Cap. Flow
% of AUM
-1.04%
Top 10 Holdings %
Top 10 Hldgs %
41.71%
Holding
196
New
5
Increased
59
Reduced
55
Closed
8
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$3.1M |
| 2 |
Amazon
AMZN
|
$723K |
| 3 |
Steris
STE
|
$632K |
| 4 |
Vanguard Mid-Cap ETF
VO
|
$572K |
| 5 |
Comcast
CMCSA
|
$566K |
Top Sells
| 1 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
$3.68M |
| 2 |
iShares S&P 500 Growth ETF
IVW
|
$2.54M |
| 3 |
Kimbell Royalty Partners
KRP
|
$1.86M |
| 4 |
Marathon Petroleum
MPC
|
$1.25M |
| 5 |
SPDR S&P Dividend ETF
SDY
|
$1.09M |
Sector Composition
| 1 | Technology | 14.95% |
| 2 | Energy | 11.5% |
| 3 | Healthcare | 8.26% |
| 4 | Financials | 7.87% |
| 5 | Consumer Staples | 5.7% |
