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
$274M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$1.71M
3
+$1.33M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.31M
5
IAU icon
iShares Gold Trust
IAU
+$1.26M

Top Sells

1
+$917K
2
+$722K
3
+$670K
4
GLD icon
SPDR Gold Trust
GLD
+$597K
5
MDT icon
Medtronic
MDT
+$589K

Sector Composition

1 Technology 15.31%
2 Financials 7.44%
3 Energy 7.43%
4 Healthcare 6.22%
5 Consumer Discretionary 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$255K 0.09%
1,083
-2,847
152
$251K 0.09%
+661
153
$247K 0.09%
2,897
-154
154
$241K 0.09%
+3,200
155
$241K 0.09%
1,035
+5
156
$239K 0.09%
3,855
-555
157
$236K 0.09%
+1,847
158
$229K 0.08%
321
-5
159
$227K 0.08%
7,500
-105
160
$226K 0.08%
+1,521
161
$224K 0.08%
+10,473
162
$220K 0.08%
+5,188
163
$216K 0.08%
+3,960
164
$212K 0.08%
+5,250
165
$206K 0.08%
23,800
166
$206K 0.08%
+1,294
167
$205K 0.07%
+2,228
168
$205K 0.07%
+2,970
169
$202K 0.07%
+1,603
170
$200K 0.07%
+3,245
171
$165K 0.06%
460
172
$162K 0.06%
10,000
173
$153K 0.06%
17,500
174
$153K 0.06%
14,800
175
$145K 0.05%
13,200
-2,200
4 5 6
7
8