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
$589M
AUM Growth
-$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$4.15M
3
+$3.27M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.23M
5
IAU icon
iShares Gold Trust
IAU
+$2.15M

Top Sells

1
+$6.35M
2
+$4.12M
3
+$2.8M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.26M
5
AMT icon
American Tower
AMT
+$765K

Sector Composition

1 Energy 16.06%
2 Technology 14.79%
3 Financials 9.34%
4 Healthcare 5.77%
5 Consumer Discretionary 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$396K 0.07%
10,355
127
$396K 0.07%
1,711
+2
128
$379K 0.06%
10,000
129
$377K 0.06%
2,290
130
$376K 0.06%
8,287
-1,127
131
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26,400
-3,950
132
$362K 0.06%
95
133
$353K 0.06%
520
134
$351K 0.06%
1,063
+1
135
$350K 0.06%
25,000
136
$345K 0.06%
423
137
$341K 0.06%
9,118
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138
$323K 0.05%
592
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139
$320K 0.05%
13,902
140
$320K 0.05%
1,233
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141
$313K 0.05%
7,496
-95
142
$309K 0.05%
4,869
-3,656
143
$301K 0.05%
3,680
+100
144
$299K 0.05%
13,500
145
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5,000
146
$293K 0.05%
2,795
-234
147
$290K 0.05%
2,601
148
$289K 0.05%
1,379
-8
149
$279K 0.05%
3,940
-1,086
150
$279K 0.05%
3,104
-615
4 5
6
7 8