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
$632M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$14.4M
2
+$3.61M
3
+$2.25M
4
IAU icon
iShares Gold Trust
IAU
+$2.23M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.62M

Top Sells

1
+$4.94M
2
+$2.25M
3
+$1.81M
4
ALL icon
Allstate
ALL
+$1.22M
5
WMT icon
Walmart
WMT
+$1.18M

Sector Composition

1 Technology 16.15%
2 Energy 12.07%
3 Financials 9.16%
4 Consumer Discretionary 5.29%
5 Healthcare 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KLAC icon
126
KLA
KLAC
$149B
$466K 0.07%
520
SCHD icon
127
Schwab US Dividend Equity ETF
SCHD
$71.2B
$455K 0.07%
17,163
SGDM icon
128
Sprott Gold Miners ETF
SGDM
$607M
$452K 0.07%
10,000
ACN icon
129
Accenture
ACN
$152B
$429K 0.07%
1,435
-14
PNC icon
130
PNC Financial Services
PNC
$72.2B
$427K 0.07%
2,292
-184
TLT icon
131
iShares 20+ Year Treasury Bond ETF
TLT
$47.8B
$423K 0.07%
4,793
+2,579
CAT icon
132
Caterpillar
CAT
$260B
$413K 0.07%
1,063
MDLZ icon
133
Mondelez International
MDLZ
$73.4B
$406K 0.06%
6,015
WM icon
134
Waste Management
WM
$84.3B
$392K 0.06%
1,713
+2
TCBX icon
135
Third Coast Bancshares
TCBX
$520M
$377K 0.06%
+11,532
TSLA icon
136
Tesla
TSLA
$1.34T
$366K 0.06%
1,152
-81
MMC icon
137
Marsh & McLennan
MMC
$89.6B
$361K 0.06%
1,650
+3
ZTS icon
138
Zoetis
ZTS
$53.2B
$357K 0.06%
2,290
INBX icon
139
Inhibrx
INBX
$1.15B
$357K 0.06%
25,000
BAC icon
140
Bank of America
BAC
$384B
$355K 0.06%
7,508
+12
KRP icon
141
Kimbell Royalty Partners
KRP
$1.29B
$355K 0.06%
25,400
-1,000
AZO icon
142
AutoZone
AZO
$64.2B
$353K 0.06%
95
NKE icon
143
Nike
NKE
$94.9B
$342K 0.05%
4,820
-49
EQIX icon
144
Equinix
EQIX
$77.1B
$337K 0.05%
424
+1
BSJP icon
145
Invesco BulletShares 2025 High Yield Corporate Bond ETF
BSJP
$677M
$321K 0.05%
13,902
NVS icon
146
Novartis
NVS
$252B
$315K 0.05%
2,601
WMB icon
147
Williams Companies
WMB
$74.5B
$314K 0.05%
5,000
STR
148
DELISTED
Sitio Royalties
STR
$313K 0.05%
17,011
-5,699
VZ icon
149
Verizon
VZ
$173B
$312K 0.05%
7,200
-1,087
FTC icon
150
First Trust Large Cap Growth AlphaDEX Fund
FTC
$1.23B
$298K 0.05%
1,975
4 5
6
7 8