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
$388M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.33M
3
+$1.74M
4
FISV
Fiserv Inc
FISV
+$1.66M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.56M

Top Sells

1
+$12M
2
+$3.59M
3
+$2.18M
4
CVX icon
Chevron
CVX
+$2.11M
5
MNRL
Brigham Minerals, Inc. Class A Common Stock
MNRL
+$1.44M

Sector Composition

1 Energy 13.9%
2 Technology 12.41%
3 Healthcare 8.8%
4 Financials 8.05%
5 Consumer Staples 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$224K 0.06%
+9,760
177
$224K 0.06%
3,210
178
$210K 0.05%
540
179
$208K 0.05%
1,397
+10
180
$207K 0.05%
+1,619
181
$207K 0.05%
+2,158
182
$202K 0.05%
+815
183
$202K 0.05%
+1,700
184
$202K 0.05%
+2,405
185
$201K 0.05%
+1,269
186
$194K 0.05%
10,798
187
$181K 0.05%
64,866
188
$135K 0.03%
17,936
-2,591
189
$104K 0.03%
10,000
190
$59.7K 0.02%
+10,000
191
$41.8K 0.01%
11,100
192
– –
-4,729
193
– –
-2,070
194
– –
-4,252
195
– –
-3,738
196
– –
-2,818
197
– –
-5,273
198
– –
-1,436
199
– –
-4,560
200
– –
-460
5 6 7
8
9