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
$355M
AUM Growth
-$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$243K
3
+$234K
4
IAU icon
iShares Gold Trust
IAU
+$219K
5
ORCL icon
Oracle
ORCL
+$201K

Top Sells

1
+$4.18M
2
+$2.14M
3
+$1.75M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$1.06M
5
ACC
American Campus Communities, Inc.
ACC
+$858K

Sector Composition

1 Energy 14.04%
2 Technology 13.12%
3 Healthcare 8.36%
4 Financials 7.2%
5 Consumer Staples 5.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$291K 0.08%
10,162
-431
152
$290K 0.08%
7,720
153
$285K 0.08%
2,099
154
$281K 0.08%
2,143
-2,032
155
$275K 0.08%
4,120
156
$274K 0.08%
11,363
157
$272K 0.08%
884
158
$263K 0.07%
4,179
+14
159
$263K 0.07%
3,210
160
$253K 0.07%
4,729
161
$252K 0.07%
15,062
+202
162
$251K 0.07%
2,346
+15
163
$243K 0.07%
+2,818
164
$242K 0.07%
2,070
165
$238K 0.07%
3,894
166
$236K 0.07%
1,761
167
$233K 0.07%
4,090
168
$233K 0.07%
3,405
169
$232K 0.07%
10,473
170
$229K 0.06%
1,797
171
$224K 0.06%
13,433
+1,999
172
$213K 0.06%
4,252
-21,145
173
$206K 0.06%
1,387
-65
174
$205K 0.06%
5,250
175
$204K 0.06%
540
4 5 6
7
8