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
$399M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$723K
3
+$632K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$572K
5
CMCSA icon
Comcast
CMCSA
+$566K

Top Sells

1
+$3.68M
2
+$2.54M
3
+$1.86M
4
MPC icon
Marathon Petroleum
MPC
+$1.25M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.09M

Sector Composition

1 Technology 14.95%
2 Energy 11.5%
3 Healthcare 8.26%
4 Financials 7.87%
5 Consumer Staples 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$214K 0.05%
2,458
+300
177
$214K 0.05%
1,621
+2
178
$209K 0.05%
+1,071
179
$208K 0.05%
+289
180
$206K 0.05%
2,405
181
$201K 0.05%
1,700
182
$190K 0.05%
14,800
183
$177K 0.04%
10,798
184
$140K 0.04%
17,936
185
$71.9K 0.02%
10,000
186
$65.2K 0.02%
10,000
187
$58.1K 0.01%
11,100
188
$7.93K ﹤0.01%
+463
189
– –
-9,760
190
– –
-815
191
– –
-136,212
192
– –
-12,781
193
– –
-111,399
194
– –
-1,669
195
– –
-2,362
196
– –
-10,230
4 5 6 7
8