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
$353M
AUM Growth
+$52.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2.57M
3
+$1.43M
4
AAPL icon
Apple
AAPL
+$1.37M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$1.28M

Top Sells

1
+$1.63M
2
+$642K
3
+$506K
4
AMGN icon
Amgen
AMGN
+$412K
5
PTMC icon
Pacer Trendpilot US Mid Cap ETF
PTMC
+$353K

Sector Composition

1 Technology 14.14%
2 Energy 9.95%
3 Financials 8.12%
4 Healthcare 6.72%
5 Consumer Discretionary 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$240K 0.07%
4,950
177
$239K 0.07%
473
-43
178
$237K 0.07%
1,046
+145
179
$235K 0.07%
12,889
+51
180
$231K 0.07%
2,686
+106
181
$231K 0.07%
5,250
182
$229K 0.06%
3,810
183
$222K 0.06%
2,970
184
$222K 0.06%
3,034
+54
185
$218K 0.06%
+2,616
186
$212K 0.06%
23,800
187
$210K 0.06%
14,800
188
$205K 0.06%
+3,239
189
$204K 0.06%
+943
190
$201K 0.06%
4,250
-1,000
191
$186K 0.05%
10,000
192
$179K 0.05%
17,500
193
$111K 0.03%
460
194
$80K 0.02%
14,100
195
– –
-6,882
196
– –
-3,727
197
– –
-10,250
198
– –
-11,000
4 5 6 7
8