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
$181M
AUM Growth
-$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$6.32M
2
+$1.61M
3
+$1.38M
4
ACC
American Campus Communities, Inc.
ACC
+$697K
5
GLD icon
SPDR Gold Trust
GLD
+$640K

Top Sells

1
+$4.58M
2
+$3.92M
3
+$3.47M
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$2.93M
5
IAU icon
iShares Gold Trust
IAU
+$2.75M

Sector Composition

1 Technology 11.43%
2 Energy 10.54%
3 Financials 6.82%
4 Healthcare 6.12%
5 Consumer Discretionary 4.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-5,588
177
– –
-370
178
– –
-1,500
179
– –
-4,000
4 5 6 7
8