MWA
Meridian Wealth Advisors Portfolio holdings
AUM
$632M
This Quarter Return
-1.99%
1 Year Return
+12.33%
3 Year Return
+67.24%
5 Year Return
+132.3%
10 Year Return
–
AUM
$400M
AUM Growth
+$400M
(-3.2%)
Cap. Flow
-$1.91M
Cap. Flow
% of AUM
-0.48%
Top 10 Holdings %
Top 10 Hldgs %
42.5%
Holding
190
New
7
Increased
65
Reduced
62
Closed
12
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$566K |
| 2 |
Kimbell Royalty Partners
KRP
|
$461K |
| 3 |
Oneok
OKE
|
$314K |
| 4 |
Invesco S&P 500 Pure Growth ETF
RPG
|
$312K |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
$230K |
Top Sells
| 1 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$784K |
| 2 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$780K |
| 3 |
SPDR Gold Trust
GLD
|
$416K |
| 4 |
iShares Gold Trust
IAU
|
$408K |
| 5 |
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% |
