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
$413M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$616K
3
+$442K
4
UL icon
Unilever
UL
+$404K
5
NKE icon
Nike
NKE
+$398K

Top Sells

1
+$2.35M
2
+$2.12M
3
+$1.88M
4
WMT icon
Walmart Inc. Common Stock
WMT
+$565K
5
SYY icon
Sysco
SYY
+$550K

Sector Composition

1 Technology 15.59%
2 Energy 10.61%
3 Healthcare 8.58%
4 Financials 8.07%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$201K 0.05%
1,494
177
$198K 0.05%
14,800
178
$182K 0.04%
10,798
179
$142K 0.03%
17,936
180
$82.4K 0.02%
10,000
181
$60.2K 0.01%
10,000
182
$49.2K 0.01%
11,100
183
$5.44K ﹤0.01%
463
184
– –
-4,675
185
– –
-2,832
186
– –
-2,458
187
– –
-4,211
188
– –
-2,405
189
– –
-3,724
190
– –
-3,137
191
– –
-64,866
192
– –
-7,123
4 5 6 7
8