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
$606M
AUM Growth
+$8.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$4.26M
3
+$3.63M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.84M
5
NXPI icon
NXP Semiconductors
NXPI
+$2.67M

Top Sells

1
+$3.08M
2
+$2.79M
3
+$2.79M
4
AMT icon
American Tower
AMT
+$2.7M
5
DVN icon
Devon Energy
DVN
+$2.51M

Sector Composition

1 Energy 17.13%
2 Technology 15.17%
3 Financials 9.6%
4 Consumer Discretionary 5.58%
5 Healthcare 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$413K 0.07%
1,022
-79
127
$403K 0.07%
11,870
+137
128
$398K 0.07%
423
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129
$395K 0.07%
232
130
$385K 0.06%
1,062
-4
131
$385K 0.06%
+25,000
132
$380K 0.06%
9,968
133
$376K 0.06%
9,414
-1,163
134
$373K 0.06%
2,290
135
$372K 0.06%
6,225
-918
136
$360K 0.06%
5,026
-3
137
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1,644
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138
$345K 0.06%
1,709
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139
$339K 0.06%
591
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140
$334K 0.06%
7,591
-70,116
141
$328K 0.05%
520
142
$321K 0.05%
13,902
143
$310K 0.05%
9,478
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144
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95
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145
$300K 0.05%
3,029
-14
146
$297K 0.05%
3,719
-133
147
$296K 0.05%
13,500
+2,000
148
$294K 0.05%
14,800
149
$283K 0.05%
3,345
-8
150
$281K 0.05%
3,580
-230
4 5
6
7 8