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
$598M
AUM Growth
+$37.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$3.14M
3
+$2.24M
4
IAU icon
iShares Gold Trust
IAU
+$1.22M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.02M

Top Sells

1
+$2.98M
2
+$1.53M
3
+$1.49M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.08M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$762K

Sector Composition

1 Energy 18.53%
2 Technology 14.4%
3 Financials 8.55%
4 Healthcare 6.36%
5 Consumer Discretionary 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$459K 0.08%
2,485
+193
127
$447K 0.07%
2,290
128
$447K 0.07%
+21,500
129
$425K 0.07%
5,029
+427
130
$420K 0.07%
10,132
-1
131
$417K 0.07%
1,066
+107
132
$407K 0.07%
10,355
133
$404K 0.07%
4,430
-166
134
$403K 0.07%
520
135
$384K 0.06%
1,851
+2
136
$380K 0.06%
428
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137
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138
$366K 0.06%
1,641
-6
139
$347K 0.06%
3,852
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140
$334K 0.06%
16,400
+1,000
141
$321K 0.05%
13,902
142
$320K 0.05%
3,043
+294
143
$316K 0.05%
3,810
144
$311K 0.05%
21,188
145
$310K 0.05%
10,000
146
$303K 0.05%
1,757
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147
$302K 0.05%
96
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148
$299K 0.05%
2,601
149
$299K 0.05%
3,353
+4
150
$299K 0.05%
1,246
-23
4 5
6
7 8