MWA

Meridian Wealth Advisors Portfolio holdings

AUM $722M
1-Year Est. Return 16.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.19%
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
+$13.2M
2
+$3.39M
3
+$2.22M
4
AVGO icon
Broadcom
AVGO
+$1.77M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.52M

Top Sells

1
+$4.46M
2
+$2.3M
3
+$1.67M
4
ALL icon
Allstate
ALL
+$1.21M
5
WMT icon
Walmart Inc
WMT
+$1.15M

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
126
$466K 0.07%
520
127
$455K 0.07%
17,163
128
$452K 0.07%
10,000
129
$429K 0.07%
1,435
-14
130
$427K 0.07%
2,292
-184
131
$423K 0.07%
4,793
+2,579
132
$413K 0.07%
1,063
133
$406K 0.06%
6,015
134
$392K 0.06%
1,713
+2
135
$377K 0.06%
+11,532
136
$366K 0.06%
1,152
-81
137
$361K 0.06%
1,650
+3
138
$357K 0.06%
2,290
139
$357K 0.06%
25,000
140
$355K 0.06%
7,508
+12
141
$355K 0.06%
25,400
-1,000
142
$353K 0.06%
95
143
$342K 0.05%
4,820
-49
144
$337K 0.05%
424
+1
145
$321K 0.05%
13,902
146
$315K 0.05%
2,601
147
$314K 0.05%
5,000
148
$313K 0.05%
17,011
-5,699
149
$312K 0.05%
7,200
-1,087
150
$298K 0.05%
1,975
4 5
6
7 8