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
$457M
AUM Growth
+$56.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$2.26M
3
+$571K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$285K
5
MSFT icon
Microsoft
MSFT
+$278K

Top Sells

1
+$1.99M
2
+$1.89M
3
+$1.29M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$890K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$659K

Sector Composition

1 Technology 15.48%
2 Energy 14.45%
3 Financials 8.57%
4 Healthcare 8.34%
5 Consumer Discretionary 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$366K 0.08%
7,282
-83
127
$365K 0.08%
232
128
$364K 0.08%
2,347
+410
129
$364K 0.08%
11,733
+184
130
$360K 0.08%
4,369
-1,061
131
$358K 0.08%
2,310
132
$356K 0.08%
1,622
133
$352K 0.08%
9,340
-1,671
134
$349K 0.08%
2,114
135
$347K 0.08%
2,197
-507
136
$334K 0.07%
10,355
137
$330K 0.07%
1,845
-92
138
$330K 0.07%
21,185
-616
139
$326K 0.07%
3,130
-67
140
$323K 0.07%
4,596
-355
141
$316K 0.07%
13,902
142
$315K 0.07%
2,711
-77
143
$310K 0.07%
1,635
+1
144
$308K 0.07%
1,240
145
$302K 0.07%
520
-105
146
$299K 0.07%
7,720
147
$294K 0.06%
2,785
-575
148
$293K 0.06%
992
-9
149
$291K 0.06%
1,269
150
$274K 0.06%
3,810
4 5
6
7 8