MWA
Meridian Wealth Advisors Portfolio holdings
AUM
$632M
This Quarter Return
+8.34%
1 Year Return
+12.33%
3 Year Return
+67.24%
5 Year Return
+132.3%
10 Year Return
–
AUM
$233M
AUM Growth
+$233M
(+7.5%)
Cap. Flow
+$10.1M
Cap. Flow
% of AUM
4.32%
Top 10 Holdings %
Top 10 Hldgs %
43.04%
Holding
177
New
13
Increased
75
Reduced
58
Closed
14
Top Buys
| 1 |
Apple
AAPL
|
$9.42M |
| 2 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$5.09M |
| 3 |
iShares Gold Trust
IAU
|
$1.71M |
| 4 |
SPDR Gold Trust
GLD
|
$813K |
| 5 |
Vanguard Growth ETF
VUG
|
$727K |
Top Sells
| 1 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$3.63M |
| 2 |
Invesco S&P MidCap Low Volatility ETF
XMLV
|
$2.68M |
| 3 |
Exxon Mobil
XOM
|
$1.86M |
| 4 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$909K |
| 5 |
JPMorgan Ultra-Short Income ETF
JPST
|
$565K |
Sector Composition
| 1 | Technology | 14.96% |
| 2 | Healthcare | 6.96% |
| 3 | Financials | 6.75% |
| 4 | Energy | 6.74% |
| 5 | Consumer Discretionary | 5.82% |