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
$254M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.02M
3
+$1.01M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$558K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$529K

Top Sells

1
+$2.59M
2
+$303K
3
+$259K
4
SM icon
SM Energy
SM
+$251K
5
JPM icon
JPMorgan Chase
JPM
+$225K

Sector Composition

1 Energy 14.59%
2 Technology 11.11%
3 Financials 6.52%
4 Healthcare 5.89%
5 Industrials 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$207K 0.08%
+5,759
152
$205K 0.08%
12,066
-8,950
153
$202K 0.08%
+1,747
154
$202K 0.08%
+10,473
155
$201K 0.08%
+1,803
156
$199K 0.08%
+3,105
157
$180K 0.07%
+3,263
158
$174K 0.07%
+1,221
159
$159K 0.06%
10,000
160
$154K 0.06%
17,500
161
$121K 0.05%
+408
162
$111K 0.04%
+1,989
163
$108K 0.04%
+362
164
$95K 0.04%
16,000
165
$23K 0.01%
1,000
166
$11K ﹤0.01%
1,500
167
$10K ﹤0.01%
63
-119
168
$1K ﹤0.01%
+370
169
$1K ﹤0.01%
+4,000
170
– –
-6,638
171
– –
-3,785
3 4 5 6
7