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
$431M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$1.71M
3
+$1.59M
4
IAU icon
iShares Gold Trust
IAU
+$1.37M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.12M

Top Sells

1
+$2.49M
2
+$2.38M
3
+$1.19M
4
ACC
American Campus Communities, Inc.
ACC
+$503K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$376K

Sector Composition

1 Technology 15.02%
2 Energy 12.23%
3 Financials 8.64%
4 Healthcare 7.15%
5 Consumer Discretionary 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$352K 0.08%
10,523
+64
152
$349K 0.08%
2,045
+4
153
$347K 0.08%
956
+10
154
$338K 0.08%
6,894
+2,500
155
$337K 0.08%
4,152
+9
156
$334K 0.08%
+1,448
157
$331K 0.08%
7,565
+475
158
$331K 0.08%
3,904
+870
159
$321K 0.07%
1,443
+562
160
$321K 0.07%
2,688
-236
161
$320K 0.07%
1,976
+410
162
$316K 0.07%
+9,760
163
$313K 0.07%
4,120
164
$306K 0.07%
4,240
-682
165
$304K 0.07%
+4,009
166
$302K 0.07%
12,500
+1,000
167
$301K 0.07%
3,865
+175
168
$301K 0.07%
540
169
$301K 0.07%
7,720
170
$295K 0.07%
7,890
171
$293K 0.07%
3,894
+924
172
$293K 0.07%
+1,846
173
$291K 0.07%
5,117
+871
174
$290K 0.07%
1,538
+199
175
$288K 0.07%
2,337
5 6
7
8 9