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
$413M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$616K
3
+$442K
4
UL icon
Unilever
UL
+$404K
5
NKE icon
Nike
NKE
+$398K

Top Sells

1
+$2.35M
2
+$2.12M
3
+$1.88M
4
WMT icon
Walmart Inc. Common Stock
WMT
+$565K
5
SYY icon
Sysco
SYY
+$550K

Sector Composition

1 Technology 15.59%
2 Energy 10.61%
3 Healthcare 8.58%
4 Financials 8.07%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$277K 0.07%
2,255
-12
152
$275K 0.07%
232
-177
153
$264K 0.06%
2,616
+15
154
$260K 0.06%
1,269
155
$256K 0.06%
7,500
156
$254K 0.06%
1,937
157
$254K 0.06%
10,473
158
$250K 0.06%
1,814
-563
159
$249K 0.06%
15,571
+243
160
$244K 0.06%
7,720
161
$244K 0.06%
992
162
$244K 0.06%
7,282
-3,552
163
$238K 0.06%
902
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164
$237K 0.06%
3,557
+18
165
$229K 0.06%
3,390
166
$227K 0.05%
289
167
$226K 0.05%
2,272
+1
168
$226K 0.05%
1,632
+11
169
$220K 0.05%
1,071
170
$217K 0.05%
5,250
171
$215K 0.05%
+6,253
172
$209K 0.05%
+604
173
$206K 0.05%
1,700
174
$204K 0.05%
1,544
-19
175
$203K 0.05%
+2,984
4 5 6
7
8