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
$130M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$5.45M
3
+$4.41M
4
MSFT icon
Microsoft
MSFT
+$3.57M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.17M

Top Sells

No sells this quarter

Sector Composition

1 Energy 26.98%
2 Technology 9.82%
3 Financials 8.76%
4 Healthcare 7.97%
5 Industrials 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$96K 0.07%
+1,000
177
$95K 0.07%
+1,444
178
$94K 0.07%
+1,100
179
$94K 0.07%
+563
180
$92K 0.07%
+899
181
$91K 0.07%
+1,500
182
$91K 0.07%
+2,010
183
$89K 0.07%
+3,829
184
$87K 0.07%
+600
185
$87K 0.07%
+2,215
186
$87K 0.07%
+632
187
$84K 0.06%
+1,414
188
$83K 0.06%
+2,869
189
$83K 0.06%
+1,650
190
$81K 0.06%
+331
191
$81K 0.06%
+450
192
$80K 0.06%
+2,406
193
$79K 0.06%
+2,200
194
$79K 0.06%
+2,300
195
$78K 0.06%
+15,000
196
$78K 0.06%
+2,450
197
$77K 0.06%
+1,452
198
$76K 0.06%
+1,907
199
$76K 0.06%
+900
200
$75K 0.06%
+1,586
6 7
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