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
$606M
AUM Growth
+$8.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$4.26M
3
+$3.63M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.84M
5
NXPI icon
NXP Semiconductors
NXPI
+$2.67M

Top Sells

1
+$3.08M
2
+$2.79M
3
+$2.79M
4
AMT icon
American Tower
AMT
+$2.7M
5
DVN icon
Devon Energy
DVN
+$2.51M

Sector Composition

1 Energy 17.13%
2 Technology 15.17%
3 Financials 9.6%
4 Consumer Discretionary 5.58%
5 Healthcare 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$278K 0.05%
10,000
152
$273K 0.05%
1,975
153
$271K 0.04%
5,000
154
$263K 0.04%
13,900
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155
$261K 0.04%
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156
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2,029
157
$254K 0.04%
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158
$253K 0.04%
2,601
159
$246K 0.04%
1,387
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160
$243K 0.04%
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161
$240K 0.04%
3,390
162
$235K 0.04%
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163
$234K 0.04%
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164
$232K 0.04%
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165
$229K 0.04%
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166
$228K 0.04%
20,074
-1,114
167
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1,310
168
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169
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170
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4,260
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171
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172
$189K 0.03%
10,798
173
$147K 0.02%
17,936
174
$136K 0.02%
14,974
+4,974
175
$93.3K 0.02%
10,000
4 5 6
7
8