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MWA
Meridian Wealth Advisors Portfolio holdings
AUM
$756M
1-Year Est. Return
21.36%
This Fund
S&P 500
This Quarter
Est. Return
-14.51%
1 Year Est. Return
+21.36%
3 Year Est. Return
+68.78%
5 Year Est. Return
+103.41%
10 Year Est. Return
–
AUM
$130M
AUM Growth
–
Cap. Flow
+$142M
Cap. Flow
% of AUM
109.2%
Top 10 Holdings %
Top 10 Hldgs %
40.39%
Holding
462
New
461
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
ExxonMobil
XOM
|
+$27.6M |
| 2 |
Chevron
CVX
|
+$5.8M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
+$4.69M |
| 4 |
Microsoft
MSFT
|
+$3.77M |
| 5 |
iShares Currency Hedged MSCI EAFE ETF
HEFA
|
+$3.42M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Energy | 26.98% |
| 2 | Technology | 9.82% |
| 3 | Financials | 8.76% |
| 4 | Healthcare | 7.97% |
| 5 | Industrials | 5.25% |
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Meridian Wealth Advisors's Q4 2018 Portfolio in Review
Q4 2018 is the first quarter with a 13F filing on record for Meridian Wealth Advisors, which disclosed 462 positions worth $130M. Its ten largest holdings account for 40% of the portfolio.
Its largest position is ExxonMobil: 351,463 shares worth $24M.
By sector, the portfolio is most concentrated in Energy at 27% of assets, followed by Technology and Financials.
- Meridian Wealth Advisors's largest Q4 2018 buy was ExxonMobil: 351,463 shares worth $24M.
- Meridian Wealth Advisors's ten largest holdings make up 40% of its $130M portfolio in Q4 2018.
- Meridian Wealth Advisors disclosed 462 positions in Q4 2018, its first 13F filing on record.
Based on Meridian Wealth Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.