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
$457M
AUM Growth
+$56.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$2.26M
3
+$571K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$285K
5
MSFT icon
Microsoft
MSFT
+$278K

Top Sells

1
+$1.99M
2
+$1.89M
3
+$1.29M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$890K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$659K

Sector Composition

1 Technology 15.48%
2 Energy 14.45%
3 Financials 8.57%
4 Healthcare 8.34%
5 Consumer Discretionary 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$274K 0.06%
+3,539
152
$271K 0.06%
16,064
+237
153
$268K 0.06%
14,800
154
$266K 0.06%
10,473
-99
155
$263K 0.06%
2,601
156
$260K 0.06%
7,500
-200
157
$259K 0.06%
1,073
158
$246K 0.05%
2,274
+2
159
$243K 0.05%
2,012
-585
160
$235K 0.05%
3,390
161
$233K 0.05%
289
162
$232K 0.05%
1,494
163
$230K 0.05%
3,781
-198
164
$229K 0.05%
+1,985
165
$223K 0.05%
5,250
166
$220K 0.05%
1,814
-17
167
$214K 0.05%
+1,700
168
$209K 0.05%
+1,290
169
$208K 0.05%
4,050
-1,400
170
$207K 0.05%
80
171
$201K 0.04%
415
-436
172
$193K 0.04%
10,798
173
$188K 0.04%
64,866
174
$138K 0.03%
17,936
175
$83.8K 0.02%
10,000
4 5 6
7
8