MWA
Meridian Wealth Advisors Portfolio holdings
AUM
$632M
This Quarter Return
+7.14%
1 Year Return
+12.33%
3 Year Return
+67.24%
5 Year Return
+132.3%
10 Year Return
–
AUM
$301M
AUM Growth
+$301M
(+9.9%)
Cap. Flow
+$11.4M
Cap. Flow
% of AUM
3.77%
Top 10 Holdings %
Top 10 Hldgs %
41.08%
Holding
193
New
15
Increased
69
Reduced
53
Closed
9
Top Buys
| 1 |
Vanguard Industrials ETF
VIS
|
$1.23M |
| 2 |
Keysight
KEYS
|
$991K |
| 3 |
JPMorgan Chase
JPM
|
$987K |
| 4 |
Chevron
CVX
|
$906K |
| 5 |
General Motors
GM
|
$755K |
Top Sells
| 1 |
Motorola Solutions
MSI
|
$940K |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$835K |
| 3 |
Thermo Fisher Scientific
TMO
|
$695K |
| 4 |
Meta Platforms (Facebook)
META
|
$651K |
| 5 |
iShares Core S&P 500 ETF
IVV
|
$471K |
Sector Composition
| 1 | Technology | 13.81% |
| 2 | Energy | 10.19% |
| 3 | Financials | 8.23% |
| 4 | Healthcare | 6.03% |
| 5 | Consumer Discretionary | 4.75% |
