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
$359M
AUM Growth
+$5.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$984K
3
+$838K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$633K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$483K

Top Sells

1
+$2.06M
2
+$572K
3
+$387K
4
ACC
American Campus Communities, Inc.
ACC
+$374K
5
GM icon
General Motors
GM
+$356K

Sector Composition

1 Technology 14.47%
2 Energy 9.65%
3 Financials 8.2%
4 Healthcare 6.85%
5 Consumer Discretionary 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$322K 0.09%
2,430
+93
152
$320K 0.09%
5,410
+85
153
$319K 0.09%
15,635
-3,525
154
$309K 0.09%
2,038
+4
155
$309K 0.09%
1,194
156
$305K 0.09%
4,349
+113
157
$300K 0.08%
21,250
+500
158
$294K 0.08%
4,394
+1,041
159
$284K 0.08%
3,250
160
$284K 0.08%
4,120
161
$273K 0.08%
2,882
+195
162
$272K 0.08%
1,389
+95
163
$270K 0.08%
473
164
$269K 0.07%
1,797
165
$269K 0.07%
10,869
+396
166
$262K 0.07%
3,690
+200
167
$260K 0.07%
1,338
168
$256K 0.07%
9,881
+77
169
$254K 0.07%
1,466
170
$254K 0.07%
321
171
$247K 0.07%
2,386
172
$244K 0.07%
2,230
+1
173
$242K 0.07%
4,950
174
$239K 0.07%
3,810
175
$238K 0.07%
3,034
5 6
7
8 9