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
$233M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
177
New
Increased
Reduced
Closed

Top Buys

1 +$5.09M
2 +$3.8M
3 +$1.71M
4
GLD icon
SPDR Gold Trust
GLD
+$813K
5
VUG icon
Vanguard Growth ETF
VUG
+$727K

Sector Composition

1 Technology 14.96%
2 Healthcare 6.96%
3 Financials 6.75%
4 Energy 6.74%
5 Consumer Discretionary 5.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-2,120
177
-5,188