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
$561M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$6.05M
3
+$1.55M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.44M
5
IAU icon
iShares Gold Trust
IAU
+$1.36M

Top Sells

1
+$4M
2
+$3.5M
3
+$881K
4
LMT icon
Lockheed Martin
LMT
+$420K
5
INTC icon
Intel
INTC
+$291K

Sector Composition

1 Energy 19.05%
2 Technology 14.87%
3 Financials 8.1%
4 Healthcare 6.91%
5 Consumer Discretionary 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$282K 0.05%
21,188
+3
152
$277K 0.05%
2,601
153
$270K 0.05%
1,574
+80
154
$267K 0.05%
10,000
155
$251K 0.04%
7,500
156
$247K 0.04%
1,789
157
$247K 0.04%
+3,349
158
$245K 0.04%
1,943
159
$241K 0.04%
+3,773
160
$240K 0.04%
1,215
161
$237K 0.04%
80
162
$235K 0.04%
3,390
163
$233K 0.04%
5,250
164
$228K 0.04%
3,539
165
$219K 0.04%
289
166
$218K 0.04%
+378
167
$217K 0.04%
2,036
-239
168
$213K 0.04%
64,866
169
$213K 0.04%
+5,000
170
$201K 0.04%
1,700
171
$162K 0.03%
10,798
172
$152K 0.03%
17,936
173
$92.1K 0.02%
11,100
174
$86.7K 0.02%
10,000
175
$79K 0.01%
10,000
4 5 6
7
8