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
$399M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$723K
3
+$632K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$572K
5
CMCSA icon
Comcast
CMCSA
+$566K

Top Sells

1
+$3.68M
2
+$2.54M
3
+$1.86M
4
MPC icon
Marathon Petroleum
MPC
+$1.25M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.09M

Sector Composition

1 Technology 14.95%
2 Energy 11.5%
3 Healthcare 8.26%
4 Financials 7.87%
5 Consumer Staples 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$296K 0.07%
2,327
152
$293K 0.07%
+1,411
153
$291K 0.07%
3,130
154
$284K 0.07%
2,832
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155
$283K 0.07%
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+7
156
$276K 0.07%
3,137
157
$271K 0.07%
1,630
-52
158
$269K 0.07%
2,711
-2,811
159
$262K 0.07%
1,937
-595
160
$259K 0.06%
1,563
+166
161
$255K 0.06%
10,473
162
$251K 0.06%
540
163
$249K 0.06%
625
164
$245K 0.06%
15,328
+35
165
$243K 0.06%
3,539
-1,760
166
$239K 0.06%
2,601
167
$238K 0.06%
1,494
168
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169
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3,390
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170
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992
171
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7,500
172
$222K 0.06%
64,866
173
$222K 0.06%
5,250
174
$220K 0.06%
2,271
-6,906
175
$217K 0.05%
7,720
4 5 6
7
8