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
$411M
AUM Growth
+$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.51M
3
+$918K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$722K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$619K

Top Sells

1
+$319K
2
+$254K
3
+$221K
4
VBTX
Veritex Holdings
VBTX
+$206K
5
DOW icon
Dow Inc
DOW
+$204K

Sector Composition

1 Technology 15.41%
2 Energy 9.23%
3 Financials 7.6%
4 Healthcare 7.29%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$344K 0.08%
3,690
152
$336K 0.08%
2,200
153
$334K 0.08%
2,337
-93
154
$332K 0.08%
5,325
-85
155
$327K 0.08%
1,339
+1
156
$321K 0.08%
480
+7
157
$318K 0.08%
4,120
158
$316K 0.08%
5,250
-500
159
$311K 0.08%
4,246
-148
160
$306K 0.07%
1,466
161
$303K 0.07%
1,608
-197
162
$297K 0.07%
7,890
-69
163
$294K 0.07%
1,289
-100
164
$292K 0.07%
1,797
165
$283K 0.07%
3,250
166
$283K 0.07%
3,034
167
$282K 0.07%
10,473
-396
168
$279K 0.07%
11,500
-2,500
169
$272K 0.07%
321
170
$272K 0.07%
10,459
+578
171
$267K 0.06%
2,386
172
$260K 0.06%
4,311
-38
173
$260K 0.06%
2,924
+296
174
$259K 0.06%
7,330
175
$259K 0.06%
2,970
5 6
7
8 9