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
$400M
AUM Growth
-$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$566K
2
+$461K
3
+$314K
4
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$312K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$230K

Top Sells

1
+$784K
2
+$780K
3
+$416K
4
IAU icon
iShares Gold Trust
IAU
+$408K
5
UL icon
Unilever
UL
+$404K

Sector Composition

1 Technology 14.95%
2 Energy 12.2%
3 Healthcare 8.44%
4 Financials 8.21%
5 Consumer Discretionary 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$353K 0.09%
851
-9
127
$350K 0.09%
2,456
-100
128
$346K 0.09%
1,956
129
$342K 0.09%
3,851
-977
130
$334K 0.08%
2,788
+77
131
$329K 0.08%
2,597
+4
132
$321K 0.08%
2,114
133
$319K 0.08%
21,801
134
$316K 0.08%
5,450
135
$316K 0.08%
1,622
+551
136
$314K 0.08%
+4,951
137
$313K 0.08%
13,902
-1,600
138
$312K 0.08%
+10,355
139
$311K 0.08%
1,634
+1
140
$311K 0.08%
11,549
141
$310K 0.08%
1,240
-30
142
$306K 0.08%
7,720
143
$302K 0.08%
540
144
$300K 0.08%
1,937
145
$295K 0.07%
1,937
+87
146
$294K 0.07%
232
147
$287K 0.07%
625
148
$284K 0.07%
2,310
-12
149
$278K 0.07%
3,197
+46
150
$274K 0.07%
14,800
4 5
6
7 8