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
$216M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$862K
3
+$802K
4
DHR icon
Danaher
DHR
+$717K
5
UNH icon
UnitedHealth
UNH
+$627K

Top Sells

1
+$11.6M
2
+$1.37M
3
+$515K
4
PFE icon
Pfizer
PFE
+$411K
5
MNRL
Brigham Minerals, Inc. Class A Common Stock
MNRL
+$282K

Sector Composition

1 Technology 12.67%
2 Energy 10.6%
3 Financials 6.86%
4 Healthcare 6.75%
5 Consumer Discretionary 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$224K 0.1%
+5,188
152
$219K 0.1%
+712
153
$219K 0.1%
+540
154
$217K 0.1%
+1,185
155
$210K 0.1%
+5,622
156
$207K 0.1%
+1,235
157
$207K 0.1%
+2,120
158
$171K 0.08%
15,875
159
$154K 0.07%
23,800
160
$142K 0.07%
+10,000
161
$129K 0.06%
+17,500
162
$81K 0.04%
14,800
163
$39K 0.02%
14,100
+100
164
$8K ﹤0.01%
1,000
165
– –
-34,150
166
– –
-1,314
167
– –
-4,211
168
– –
-15,573
169
– –
-22,750
170
– –
-54
171
– –
-1,595
3 4 5 6
7