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
$301M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$991K
3
+$987K
4
CVX icon
Chevron
CVX
+$906K
5
GM icon
General Motors
GM
+$755K

Top Sells

1
+$940K
2
+$835K
3
+$695K
4
META icon
Meta Platforms (Facebook)
META
+$651K
5
IVV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$252K 0.08%
3,159
+262
152
$251K 0.08%
4,820
-3,250
153
$244K 0.08%
686
-385
154
$243K 0.08%
3,855
155
$242K 0.08%
2,229
+1
156
$241K 0.08%
7,500
157
$236K 0.08%
3,245
158
$236K 0.08%
3,235
-600
159
$236K 0.08%
516
-1,520
160
$234K 0.08%
5,250
161
$231K 0.08%
2,970
162
$231K 0.08%
+9,731
163
$229K 0.08%
2,600
-600
164
$226K 0.08%
23,800
165
$225K 0.07%
2,980
-1,042
166
$225K 0.07%
+5,250
167
$225K 0.07%
5,188
168
$224K 0.07%
923
-881
169
$222K 0.07%
10,250
-5,132
170
$218K 0.07%
321
171
$214K 0.07%
+12,838
172
$210K 0.07%
3,810
-150
173
$210K 0.07%
+2,580
174
$204K 0.07%
901
-134
175
$204K 0.07%
+1,185
4 5 6
7
8