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
$598M
AUM Growth
+$37.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$3.14M
3
+$2.24M
4
IAU icon
iShares Gold Trust
IAU
+$1.22M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.02M

Top Sells

1
+$2.98M
2
+$1.53M
3
+$1.49M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.08M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$762K

Sector Composition

1 Energy 18.53%
2 Technology 14.4%
3 Financials 8.55%
4 Healthcare 6.36%
5 Consumer Discretionary 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$297K 0.05%
1,504
-70
152
$288K 0.05%
1,101
-114
153
$283K 0.05%
14,800
154
$277K 0.05%
2,029
-131
155
$265K 0.04%
5,250
156
$261K 0.04%
1,290
-30
157
$260K 0.04%
3,390
158
$260K 0.04%
1,975
-1,975
159
$255K 0.04%
3,777
+4
160
$255K 0.04%
1,789
161
$252K 0.04%
+3,012
162
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+11,500
163
$238K 0.04%
3,539
164
$235K 0.04%
+1,789
165
$234K 0.04%
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166
$228K 0.04%
5,000
167
$226K 0.04%
+5,012
168
$222K 0.04%
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169
$222K 0.04%
378
170
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+1,310
171
$211K 0.04%
64,866
172
$205K 0.03%
+1,498
173
$190K 0.03%
10,798
174
$156K 0.03%
17,936
175
$81.1K 0.01%
10,000
4 5 6
7
8