MWA
Meridian Wealth Advisors Portfolio holdings
AUM
$704M
1-Year Est. Return
13.14%
1 Year Est. Return
+13.14%
AUM
$704M
AUM Growth
+$71.9M
(+11%)
Holding
189
Top Buys
| 1 | +$7.62M | |
| 2 | +$4.1M | |
| 3 | +$3.35M | |
| 4 |
iShares Gold Trust
IAU
|
+$2.58M |
| 5 |
State Street SPDR S&P Dividend ETF
SDY
|
+$2.36M |
Top Sells
| 1 | +$397K | |
| 2 | +$322K | |
| 3 | +$313K | |
| 4 |
Ares Capital
ARCC
|
+$296K |
| 5 |
Walt Disney
DIS
|
+$262K |
Sector Composition
| 1 | Technology | 16.14% |
| 2 | Energy | 10.5% |
| 3 | Financials | 8.64% |
| 4 | Consumer Discretionary | 4.92% |
| 5 | Healthcare | 4.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Monolithic Power Systems
MPWR
$43.7B
| $215K | 0.03% |
+233
|
|
||
177
Park National Corp
PRK
$2.65B
| $213K | 0.03% |
1,310
|
|
||
178
Vanguard Small-Cap Value ETF
VBR
$32.3B
| $208K | 0.03% |
+995
|
|
||
|
XYZ
179
Block Inc
XYZ
$38.8B
| $207K | 0.03% |
+2,864
|
|
||
180
Kimberly-Clark
KMB
$34.2B
| $204K | 0.03% |
1,643
+18
|
|
||
181
First Trust Preferred Securities and Income ETF
FPE
$6.28B
| $186K | 0.03% |
10,203
+145
|
|
||
182
Liberty Energy
LBRT
$2.77B
| $183K | 0.03% |
14,800
|
|
||
183
Eaton Vance Tax-Managed Global Diversified Equity Income Fund
EXG
$2.81B
| $163K | 0.02% |
17,936
|
|
||
184
Reservoir Media
RSVR
$491M
| $81.4K | 0.01% |
10,000
-4,974
|
|
||
185
ProPetro Holding
PUMP
$940M
| $52.4K | 0.01% |
10,000
|
|
||
|
RNTX
186
Rein Therapeutics
RNTX
$34.2M
| $32.6K | ﹤0.01% |
28,486
|
|
||
187
American Tower
AMT
$83.6B
| – | – |
-906
|
|
||
|
188
Ares Capital
ARCC
$14.5B
| – | – |
-13,500
|
|
||
|
STR
189
DELISTED
Sitio Royalties
STR
| – | – |
-17,011
|
|