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
$353M
AUM Growth
+$52.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2.57M
3
+$1.43M
4
AAPL icon
Apple
AAPL
+$1.37M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$1.28M

Top Sells

1
+$1.63M
2
+$642K
3
+$506K
4
AMGN icon
Amgen
AMGN
+$412K
5
PTMC icon
Pacer Trendpilot US Mid Cap ETF
PTMC
+$353K

Sector Composition

1 Technology 14.14%
2 Energy 9.95%
3 Financials 8.12%
4 Healthcare 6.72%
5 Consumer Discretionary 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$313K 0.09%
2,337
-500
152
$300K 0.08%
4,236
+991
153
$297K 0.08%
3,490
+890
154
$297K 0.08%
540
155
$288K 0.08%
4,120
156
$286K 0.08%
1,466
+281
157
$286K 0.08%
3,250
158
$286K 0.08%
+2,034
159
$275K 0.08%
5,210
+390
160
$275K 0.08%
3,353
+194
161
$272K 0.08%
+5,049
162
$271K 0.08%
1,797
163
$271K 0.08%
1,194
-57
164
$267K 0.08%
20,750
+8,500
165
$266K 0.08%
1,294
166
$264K 0.07%
10,473
167
$260K 0.07%
9,804
+73
168
$258K 0.07%
321
169
$255K 0.07%
7,959
+459
170
$254K 0.07%
5,188
171
$252K 0.07%
+2,687
172
$252K 0.07%
2,229
173
$250K 0.07%
+2,386
174
$249K 0.07%
+1,338
175
$245K 0.07%
1,124
-31
4 5 6
7
8