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
$388M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.33M
3
+$1.74M
4
FISV
Fiserv Inc
FISV
+$1.66M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.56M

Top Sells

1
+$12M
2
+$3.59M
3
+$2.18M
4
CVX icon
Chevron
CVX
+$2.11M
5
MNRL
Brigham Minerals, Inc. Class A Common Stock
MNRL
+$1.44M

Sector Composition

1 Energy 13.9%
2 Technology 12.41%
3 Healthcare 8.8%
4 Financials 8.05%
5 Consumer Staples 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$308K 0.08%
6,144
152
$307K 0.08%
4,120
153
$304K 0.08%
3,500
-1,060
154
$300K 0.08%
2,362
+16
155
$290K 0.07%
1,847
+1
156
$278K 0.07%
1,682
-346
157
$277K 0.07%
4,199
+20
158
$275K 0.07%
859
-25
159
$274K 0.07%
3,894
160
$269K 0.07%
7,720
161
$269K 0.07%
3,285
162
$264K 0.07%
10,473
163
$257K 0.07%
15,293
+231
164
$255K 0.07%
+2,260
165
$244K 0.06%
1,669
-474
166
$241K 0.06%
1,494
-267
167
$241K 0.06%
3,790
-300
168
$238K 0.06%
+992
169
$237K 0.06%
14,800
170
$236K 0.06%
+2,601
171
$236K 0.06%
+625
172
$233K 0.06%
3,130
-275
173
$232K 0.06%
7,500
174
$231K 0.06%
12,781
-652
175
$230K 0.06%
5,250
5 6
7
8 9