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
$400M
AUM Growth
-$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$566K
2
+$461K
3
+$314K
4
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$312K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$230K

Top Sells

1
+$784K
2
+$780K
3
+$416K
4
IAU icon
iShares Gold Trust
IAU
+$408K
5
UL icon
Unilever
UL
+$404K

Sector Composition

1 Technology 14.95%
2 Energy 12.2%
3 Healthcare 8.44%
4 Financials 8.21%
5 Consumer Discretionary 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$273K 0.07%
1,001
+9
152
$270K 0.07%
1,073
-132
153
$265K 0.07%
2,601
-15
154
$262K 0.07%
3,810
-310
155
$262K 0.07%
7,365
+83
156
$254K 0.06%
2,264
+9
157
$254K 0.06%
1,269
158
$253K 0.06%
15,827
+256
159
$249K 0.06%
10,572
+99
160
$237K 0.06%
7,700
+200
161
$233K 0.06%
902
162
$230K 0.06%
+2,223
163
$228K 0.06%
3,979
+113
164
$223K 0.06%
1,494
165
$221K 0.06%
1,831
+17
166
$221K 0.06%
3,390
167
$214K 0.05%
2,272
168
$210K 0.05%
289
169
$206K 0.05%
5,250
170
$204K 0.05%
+2,259
171
$203K 0.05%
+80
172
$174K 0.04%
+64,866
173
$157K 0.04%
10,798
174
$132K 0.03%
17,936
175
$106K 0.03%
10,000
4 5 6
7
8