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
$411M
AUM Growth
+$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.51M
3
+$918K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$722K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$619K

Top Sells

1
+$319K
2
+$254K
3
+$221K
4
VBTX
Veritex Holdings
VBTX
+$206K
5
DOW icon
Dow Inc
DOW
+$204K

Sector Composition

1 Technology 15.41%
2 Energy 9.23%
3 Financials 7.6%
4 Healthcare 7.29%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$256K 0.06%
2,232
+2
177
$251K 0.06%
3,810
178
$238K 0.06%
5,250
179
$233K 0.06%
680
+60
180
$230K 0.06%
4,950
181
$229K 0.06%
+1,000
182
$228K 0.06%
7,720
183
$220K 0.05%
1,062
-132
184
$220K 0.05%
+624
185
$216K 0.05%
+1,251
186
$212K 0.05%
917
-22
187
$212K 0.05%
+1,566
188
$211K 0.05%
+5,000
189
$208K 0.05%
+881
190
$208K 0.05%
+10,650
191
$204K 0.05%
+980
192
$204K 0.05%
4,394
193
$202K 0.05%
+2,564
194
$202K 0.05%
10,000
195
$187K 0.05%
17,500
196
$178K 0.04%
23,800
197
$173K 0.04%
10,882
+112
198
$144K 0.04%
14,800
199
$143K 0.03%
13,085
+2,085
200
$102K 0.02%
460
5 6 7
8
9