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
$431M
AUM Growth
+$19.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$2.51M
2
+$1.71M
3
+$1.59M
4
IAU icon
iShares Gold Trust
IAU
+$1.37M
5
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$1.12M

Top Sells

1
+$2.49M
2
+$2.38M
3
+$1.19M
4
ACC
American Campus Communities, Inc.
ACC
+$503K
5
TIP icon
iShares TIPS Bond ETF
TIP
+$376K

Sector Composition

1 Technology 15.02%
2 Energy 12.23%
3 Financials 8.64%
4 Healthcare 7.15%
5 Consumer Discretionary 4.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$287K 0.07%
2,200
177
$286K 0.07%
+2,170
178
$285K 0.07%
+2,733
179
$283K 0.07%
1,797
180
$275K 0.06%
10,473
181
$270K 0.06%
1,212
+150
182
$268K 0.06%
2,386
183
$265K 0.06%
1,247
+330
184
$263K 0.06%
+824
185
$258K 0.06%
620
-60
186
$249K 0.06%
10,798
-5,077
187
$248K 0.06%
5,250
188
$241K 0.06%
2,232
189
$239K 0.06%
1,289
190
$235K 0.05%
6,280
+1,030
191
$232K 0.05%
3,810
192
$229K 0.05%
+1,241
193
$226K 0.05%
4,236
-75
194
$224K 0.05%
+2,710
195
$220K 0.05%
23,800
196
$219K 0.05%
14,800
197
$218K 0.05%
+1,837
198
$214K 0.05%
289
-32
199
$214K 0.05%
11,326
+444
200
$209K 0.05%
1,000
5 6 7
8
9