MWA
Meridian Wealth Advisors Portfolio holdings
AUM
$632M
This Quarter Return
-19.21%
1 Year Return
+12.33%
3 Year Return
+67.24%
5 Year Return
+132.3%
10 Year Return
–
AUM
$181M
AUM Growth
+$181M
(-29%)
Cap. Flow
-$23.4M
Cap. Flow
% of AUM
-12.92%
Top 10 Holdings %
Top 10 Hldgs %
48.31%
Holding
179
New
10
Increased
44
Reduced
76
Closed
37
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$6.32M |
| 2 |
Bank of America
BAC
|
$1.61M |
| 3 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$1.38M |
| 4 |
ACC
American Campus Communities, Inc.
ACC
|
$697K |
| 5 |
SPDR Gold Trust
GLD
|
$640K |
Top Sells
| 1 |
Apple
AAPL
|
$4.58M |
| 2 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$3.92M |
| 3 |
Pacer Trendpilot US Large Cap ETF
PTLC
|
$3.47M |
| 4 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$2.93M |
| 5 |
iShares Gold Trust
IAU
|
$2.75M |
Sector Composition
| 1 | Technology | 11.43% |
| 2 | Energy | 10.54% |
| 3 | Financials | 6.82% |
| 4 | Healthcare | 6.12% |
| 5 | Consumer Discretionary | 4.1% |
