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
$359M
AUM Growth
+$5.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$984K
3
+$838K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$633K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$483K

Top Sells

1
+$2.06M
2
+$572K
3
+$387K
4
ACC
American Campus Communities, Inc.
ACC
+$374K
5
GM icon
General Motors
GM
+$356K

Sector Composition

1 Technology 14.47%
2 Energy 9.65%
3 Financials 8.2%
4 Healthcare 6.85%
5 Consumer Discretionary 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$237K 0.07%
7,959
177
$229K 0.06%
1,194
+70
178
$228K 0.06%
2,970
179
$222K 0.06%
5,250
180
$221K 0.06%
816
-1,430
181
$215K 0.06%
+939
182
$211K 0.06%
2,628
+12
183
$208K 0.06%
+620
184
$206K 0.06%
+5,246
185
$204K 0.06%
3,537
+298
186
$204K 0.06%
+7,720
187
$200K 0.06%
4,394
-794
188
$196K 0.05%
23,800
189
$180K 0.05%
10,770
-2,119
190
$180K 0.05%
14,800
191
$179K 0.05%
10,000
192
$175K 0.05%
17,500
193
$111K 0.03%
+11,000
194
$89K 0.02%
460
195
$87K 0.02%
+10,000
196
$58K 0.02%
11,100
-3,000
197
– –
-1,046
198
– –
-943
199
– –
-4,250
200
– –
-2,686
5 6 7
8
9