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
$274M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$1.71M
3
+$1.33M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.31M
5
IAU icon
iShares Gold Trust
IAU
+$1.26M

Top Sells

1
+$917K
2
+$722K
3
+$670K
4
GLD icon
SPDR Gold Trust
GLD
+$597K
5
MDT icon
Medtronic
MDT
+$589K

Sector Composition

1 Technology 15.31%
2 Financials 7.44%
3 Energy 7.43%
4 Healthcare 6.22%
5 Consumer Discretionary 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$85K 0.03%
+10,750
177
$82K 0.03%
11,000
178
$56K 0.02%
14,100
179
– –
-5,652
180
– –
-1,305
181
– –
-2,256
182
– –
-901
183
– –
-1,013
184
– –
-5,201
185
– –
-428
186
– –
-12,000
187
– –
-6,230
4 5 6 7
8