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
$376M
AUM Growth
-$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$8.74M
2
+$2.16M
3
+$961K
4
T icon
AT&T
T
+$865K
5
APD icon
Air Products & Chemicals
APD
+$684K

Top Sells

1
+$10.1M
2
+$4.44M
3
+$1.87M
4
AAPL icon
Apple
AAPL
+$1.58M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.04M

Sector Composition

1 Energy 14.64%
2 Technology 13.43%
3 Healthcare 8.34%
4 Financials 7.75%
5 Consumer Staples 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$226K 0.06%
3,894
177
$220K 0.06%
+2,601
178
$218K 0.06%
7,500
-390
179
$215K 0.06%
1,202
-10
180
$214K 0.06%
+1,900
181
$210K 0.06%
6,615
-950
182
$209K 0.06%
4,560
-5,443
183
$206K 0.05%
2,233
+1
184
$205K 0.05%
1,452
+205
185
$204K 0.05%
+1,800
186
$197K 0.05%
64,866
187
$192K 0.05%
11,434
+108
188
$189K 0.05%
14,800
189
$174K 0.05%
10,798
190
$148K 0.04%
10,000
191
$135K 0.04%
17,500
192
$100K 0.03%
10,000
193
$65K 0.02%
460
194
$37K 0.01%
11,100
195
$22K 0.01%
15,085
+3,000
196
– –
-2,170
197
– –
-23,800
198
– –
-9,760
199
– –
-12,583
200
– –
-4,236
5 6 7
8
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