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
$532M
AUM Growth
+$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$901K
3
+$596K
4
COST icon
Costco
COST
+$474K
5
DEO icon
Diageo
DEO
+$437K

Top Sells

1
+$780K
2
+$571K
3
+$259K
4
BMY icon
Bristol-Myers Squibb
BMY
+$208K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$201K

Sector Composition

1 Energy 18.87%
2 Technology 14.4%
3 Financials 8.47%
4 Healthcare 7.7%
5 Consumer Discretionary 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$387K 0.07%
2,290
127
$386K 0.07%
4,429
+60
128
$385K 0.07%
7,720
129
$383K 0.07%
2,574
-723
130
$380K 0.07%
10,355
131
$379K 0.07%
2,114
132
$372K 0.07%
1,016
+24
133
$372K 0.07%
2,197
134
$371K 0.07%
4,629
+33
135
$371K 0.07%
11,733
136
$370K 0.07%
2,292
-18
137
$363K 0.07%
520
138
$353K 0.07%
2,809
+24
139
$351K 0.07%
232
140
$345K 0.06%
2,711
141
$342K 0.06%
3,619
-262
142
$340K 0.06%
8,100
-1,240
143
$337K 0.06%
1,637
+2
144
$319K 0.06%
13,902
145
$314K 0.06%
1,269
146
$307K 0.06%
14,800
147
$299K 0.06%
3,539
148
$296K 0.06%
21,185
149
$291K 0.05%
3,810
150
$291K 0.05%
6,582
-700
4 5
6
7 8