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
$561M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$6.05M
3
+$1.55M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.44M
5
IAU icon
iShares Gold Trust
IAU
+$1.36M

Top Sells

1
+$4M
2
+$3.5M
3
+$881K
4
LMT icon
Lockheed Martin
LMT
+$420K
5
INTC icon
Intel
INTC
+$291K

Sector Composition

1 Energy 19.05%
2 Technology 14.87%
3 Financials 8.1%
4 Healthcare 6.91%
5 Consumer Discretionary 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$398K 0.07%
11,733
127
$397K 0.07%
2,290
128
$396K 0.07%
+10,133
129
$394K 0.07%
1,849
+2
130
$386K 0.07%
10,355
131
$381K 0.07%
232
132
$375K 0.07%
4,596
-33
133
$370K 0.07%
8,961
+861
134
$367K 0.07%
4,664
+235
135
$356K 0.06%
2,292
136
$347K 0.06%
1,647
+10
137
$341K 0.06%
1,269
138
$336K 0.06%
3,657
+38
139
$334K 0.06%
7,720
140
$326K 0.06%
4,602
+837
141
$319K 0.06%
959
-57
142
$318K 0.06%
13,902
143
$314K 0.06%
2,749
+38
144
$312K 0.06%
1,320
+30
145
$309K 0.06%
14,800
146
$296K 0.05%
2,160
-414
147
$292K 0.05%
3,810
148
$292K 0.05%
15,400
-5,500
149
$288K 0.05%
4,872
-898
150
$287K 0.05%
16,532
+237
4 5
6
7 8