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
$130M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$5.45M
3
+$4.41M
4
MSFT icon
Microsoft
MSFT
+$3.57M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.17M

Top Sells

No sells this quarter

Sector Composition

1 Energy 26.98%
2 Technology 9.82%
3 Financials 8.76%
4 Healthcare 7.97%
5 Industrials 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$127K 0.1%
+11,250
152
$125K 0.1%
+2,525
153
$120K 0.09%
+9,300
154
$119K 0.09%
+1,065
155
$117K 0.09%
+2,242
156
$116K 0.09%
+1,865
157
$116K 0.09%
+1,579
158
$108K 0.08%
+906
159
$108K 0.08%
+1,209
160
$106K 0.08%
+2,500
161
$106K 0.08%
+1,244
162
$104K 0.08%
+2,007
163
$104K 0.08%
+1,251
164
$104K 0.08%
+660
165
$104K 0.08%
+2,358
166
$103K 0.08%
+3,394
167
$102K 0.08%
+1,776
168
$102K 0.08%
+446
169
$102K 0.08%
+1,104
170
$101K 0.08%
+7,743
171
$101K 0.08%
+6,300
172
$100K 0.08%
+6,000
173
$100K 0.08%
+7,560
174
$99K 0.08%
+1,147
175
$98K 0.08%
+863
5 6
7
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