MWA

Meridian Wealth Advisors Portfolio holdings

AUM $722M
1-Year Est. Return 16.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$632M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$3.39M
3
+$2.22M
4
AVGO icon
Broadcom
AVGO
+$1.77M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.52M

Top Sells

1
+$4.46M
2
+$2.3M
3
+$1.67M
4
ALL icon
Allstate
ALL
+$1.21M
5
WMT icon
Walmart Inc
WMT
+$1.15M

Sector Composition

1 Technology 16.15%
2 Energy 12.07%
3 Financials 9.16%
4 Consumer Discretionary 5.29%
5 Healthcare 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$296K 0.05%
13,500
152
$290K 0.05%
3,580
-100
153
$285K 0.05%
3,390
154
$279K 0.04%
13,900
155
$276K 0.04%
3,791
+4
156
$270K 0.04%
3,006
+211
157
$259K 0.04%
3,176
-1,154
158
$256K 0.04%
1,380
+1
159
$250K 0.04%
5,250
160
$249K 0.04%
6,979
-5,317
161
$248K 0.04%
1,353
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162
$238K 0.04%
3,426
-514
163
$236K 0.04%
+356
164
$236K 0.04%
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165
$236K 0.04%
+1,290
166
$235K 0.04%
17,907
167
$227K 0.04%
2,045
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168
$224K 0.04%
1,878
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169
$221K 0.04%
2,536
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170
$219K 0.03%
+1,310
171
$214K 0.03%
+2,512
172
$209K 0.03%
1,625
173
$206K 0.03%
+2,205
174
$200K 0.03%
906
-24
175
$179K 0.03%
+10,058
4 5 6
7
8