MWA

Meridian Wealth Advisors Portfolio holdings

AUM $704M
1-Year Est. Return 13.14%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
+$90.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$8.78M
3
+$7.41M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.19M
5
IAU icon
iShares Gold Trust
IAU
+$5.04M

Top Sells

1
+$410K
2
+$402K
3
+$295K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$276K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$274K

Sector Composition

1 Energy 15.59%
2 Technology 11.21%
3 Financials 6.52%
4 Healthcare 5.6%
5 Industrials 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$51K 0.02%
182
-6
152
$20K 0.01%
1,000
153
$15K 0.01%
1,500
154
– –
-2,665
155
– –
-3,234
156
– –
-3,437
157
– –
-9,264
158
– –
-2,931
159
– –
-2,557
160
– –
-8,490
161
– –
-7,134
162
– –
-5,179
163
– –
-3,138
164
– –
0
3 4 5 6
7