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
$589M
AUM Growth
-$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$4.15M
3
+$3.27M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.23M
5
IAU icon
iShares Gold Trust
IAU
+$2.15M

Top Sells

1
+$6.35M
2
+$4.12M
3
+$2.8M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.26M
5
AMT icon
American Tower
AMT
+$765K

Sector Composition

1 Energy 16.06%
2 Technology 14.79%
3 Financials 9.34%
4 Healthcare 5.77%
5 Consumer Discretionary 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$275K 0.05%
13,900
152
$264K 0.04%
3,390
153
$264K 0.04%
5,250
154
$260K 0.04%
1,975
155
$249K 0.04%
3,787
+5
156
$249K 0.04%
1,442
-36,801
157
$234K 0.04%
14,800
158
$231K 0.04%
1,625
-164
159
$228K 0.04%
+2,038
160
$223K 0.04%
+1,517
161
$218K 0.04%
1,765
+8
162
$214K 0.04%
1,337
-60
163
$204K 0.03%
17,907
-2,167
164
$202K 0.03%
930
-3,514
165
$202K 0.03%
+2,214
166
$200K 0.03%
+1,562
167
$146K 0.02%
17,936
168
$114K 0.02%
14,974
169
$73.5K 0.01%
10,000
170
$50.4K 0.01%
+28,486
171
– –
-1,290
172
– –
-1,798
173
– –
-2,871
174
– –
-10,798
175
– –
-3,345
4 5 6
7
8