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
$413M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$616K
3
+$442K
4
UL icon
Unilever
UL
+$404K
5
NKE icon
Nike
NKE
+$398K

Top Sells

1
+$2.35M
2
+$2.12M
3
+$1.88M
4
WMT icon
Walmart Inc. Common Stock
WMT
+$565K
5
SYY icon
Sysco
SYY
+$550K

Sector Composition

1 Technology 15.59%
2 Energy 10.61%
3 Healthcare 8.58%
4 Financials 8.07%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$392K 0.09%
2,556
-3,230
127
$389K 0.09%
2,488
128
$387K 0.09%
1,881
-575
129
$383K 0.09%
6,144
130
$380K 0.09%
860
131
$376K 0.09%
19,400
-2,000
132
$366K 0.09%
1,956
-14
133
$350K 0.08%
15,502
134
$349K 0.08%
5,450
-1,500
135
$348K 0.08%
11,549
136
$338K 0.08%
1,989
+2
137
$334K 0.08%
2,114
+15
138
$332K 0.08%
1,270
-141
139
$321K 0.08%
1,850
+3
140
$318K 0.08%
3,151
+21
141
$307K 0.07%
1,633
+3
142
$306K 0.07%
4,120
143
$303K 0.07%
540
144
$303K 0.07%
625
145
$297K 0.07%
2,593
+5
146
$297K 0.07%
1,205
-853
147
$293K 0.07%
2,570
+14
148
$292K 0.07%
2,322
-5
149
$287K 0.07%
3,866
-38
150
$281K 0.07%
2,711
4 5
6
7 8