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
$532M
AUM Growth
+$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$901K
3
+$596K
4
COST icon
Costco
COST
+$474K
5
DEO icon
Diageo
DEO
+$437K

Top Sells

1
+$780K
2
+$571K
3
+$259K
4
BMY icon
Bristol-Myers Squibb
BMY
+$208K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$201K

Sector Composition

1 Energy 18.87%
2 Technology 14.4%
3 Financials 8.47%
4 Healthcare 7.7%
5 Consumer Discretionary 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$282K 0.05%
16,295
+231
152
$281K 0.05%
10,473
153
$278K 0.05%
7,500
154
$272K 0.05%
1,494
155
$266K 0.05%
1,290
156
$253K 0.05%
+10,000
157
$252K 0.05%
80
158
$252K 0.05%
2,601
159
$251K 0.05%
2,275
+1
160
$248K 0.05%
1,943
-69
161
$241K 0.05%
3,765
-16
162
$240K 0.05%
3,390
163
$239K 0.04%
289
164
$233K 0.04%
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165
$231K 0.04%
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166
$224K 0.04%
1,700
167
$214K 0.04%
1,215
-25
168
$209K 0.04%
+603
169
$208K 0.04%
1,966
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170
$208K 0.04%
64,866
171
$200K 0.04%
+600
172
$179K 0.03%
10,798
173
$146K 0.03%
17,936
174
$86.2K 0.02%
11,100
175
$80.8K 0.02%
10,000
4 5 6
7
8