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
$399M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$723K
3
+$632K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$572K
5
CMCSA icon
Comcast
CMCSA
+$566K

Top Sells

1
+$3.68M
2
+$2.54M
3
+$1.86M
4
MPC icon
Marathon Petroleum
MPC
+$1.25M
5
SDY icon
State Street 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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$381K 0.1%
2,290
-134
127
$379K 0.09%
21,400
-4,500
128
$374K 0.09%
11,549
129
$368K 0.09%
3,950
-2,000
130
$366K 0.09%
+1,728
131
$362K 0.09%
4,075
132
$356K 0.09%
2,488
133
$354K 0.09%
10,834
-1,445
134
$351K 0.09%
1,970
-388
135
$351K 0.09%
4,675
136
$348K 0.09%
15,502
137
$342K 0.09%
2,556
138
$335K 0.08%
1,352
-30
139
$333K 0.08%
6,144
140
$332K 0.08%
860
+1
141
$321K 0.08%
3,210
142
$320K 0.08%
2,099
143
$319K 0.08%
2,377
144
$312K 0.08%
3,724
-170
145
$308K 0.08%
4,120
146
$305K 0.08%
3,285
147
$302K 0.08%
4,211
+12
148
$301K 0.08%
1,847
149
$301K 0.08%
3,904
150
$297K 0.07%
2,588
-70
4 5
6
7 8