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
$233M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1
+$5.09M
2
+$3.8M
3
+$1.71M
4
GLD icon
SPDR Gold Trust
GLD
+$813K
5
VUG icon
Vanguard Growth ETF
VUG
+$727K

Top Sells

1
+$3.63M
2
+$2.68M
3
+$1.86M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$909K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$565K

Sector Composition

1 Technology 14.96%
2 Healthcare 6.96%
3 Financials 6.75%
4 Energy 6.74%
5 Consumer Discretionary 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$214K 0.09%
+3,051
152
$212K 0.09%
+460
153
$201K 0.09%
+428
154
$200K 0.09%
+2,256
155
$197K 0.08%
7,605
-2,091
156
$181K 0.08%
15,875
157
$146K 0.06%
10,000
158
$137K 0.06%
+15,400
159
$129K 0.06%
17,500
160
$128K 0.06%
23,800
161
$118K 0.05%
14,800
162
$37K 0.02%
+11,000
163
$34K 0.01%
14,100
164
– –
-9,301
165
– –
-4,965
166
– –
-1,765
167
– –
-7,601
168
– –
-939
169
– –
-11,135
170
– –
-2,926
171
– –
-5,622
172
– –
-1,000
173
– –
-1,185
174
– –
-10,645
175
– –
-2,309
4 5 6
7
8