MWA
Meridian Wealth Advisors Portfolio holdings
AUM
$632M
This Quarter Return
+8.77%
1 Year Return
+12.33%
3 Year Return
+67.24%
5 Year Return
+132.3%
10 Year Return
–
AUM
$353M
AUM Growth
+$353M
(+17%)
Cap. Flow
+$20.4M
Cap. Flow
% of AUM
5.79%
Top 10 Holdings %
Top 10 Hldgs %
40.15%
Holding
198
New
14
Increased
120
Reduced
25
Closed
4
Top Buys
| 1 |
INBX
Inhibrx, Inc. Common Stock
INBX
|
$3.37M |
| 2 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$1.43M |
| 3 |
Apple
AAPL
|
$1.37M |
| 4 |
Amplify CWP Enhanced Dividend Income ETF
DIVO
|
$1.28M |
| 5 |
Vanguard Russell 2000 ETF
VTWO
|
$1.24M |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
$5.69M |
| 2 |
Becton Dickinson
BDX
|
$1.63M |
| 3 |
ACC
American Campus Communities, Inc.
ACC
|
$642K |
| 4 |
Invesco QQQ Trust
QQQ
|
$506K |
| 5 |
Amgen
AMGN
|
$412K |
Sector Composition
| 1 | Technology | 14.14% |
| 2 | Energy | 9.95% |
| 3 | Financials | 8.12% |
| 4 | Healthcare | 6.72% |
| 5 | Consumer Discretionary | 4.78% |
