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
$301M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$991K
3
+$987K
4
CVX icon
Chevron
CVX
+$906K
5
GM icon
General Motors
GM
+$755K

Top Sells

1
+$940K
2
+$835K
3
+$695K
4
META icon
Meta Platforms (Facebook)
META
+$651K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$471K

Sector Composition

1 Technology 13.81%
2 Energy 10.19%
3 Financials 8.23%
4 Healthcare 6.03%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$201K 0.07%
+4,950
177
$200K 0.07%
3,935
-2,372
178
$168K 0.06%
10,000
179
$167K 0.06%
14,800
180
$163K 0.05%
17,500
181
$156K 0.05%
460
182
$124K 0.04%
12,250
+1,500
183
$84K 0.03%
11,000
184
$68K 0.02%
14,100
185
– –
-1,300
186
– –
-1,833
187
– –
-1,603
188
– –
-1,955
189
– –
-1,521
190
– –
-661
191
– –
-1,104
192
– –
-3,022
193
– –
-1,991
4 5 6 7
8