MWA
Meridian Wealth Advisors Portfolio holdings
AUM
$632M
This Quarter Return
+7.54%
1 Year Return
+12.33%
3 Year Return
+67.24%
5 Year Return
+132.3%
10 Year Return
–
AUM
$413M
AUM Growth
+$413M
(+3.5%)
Cap. Flow
-$12.6M
Cap. Flow
% of AUM
-3.04%
Top 10 Holdings %
Top 10 Hldgs %
42.55%
Holding
192
New
4
Increased
53
Reduced
73
Closed
9
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$2.38M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
$616K |
| 3 |
UnitedHealth
UNH
|
$442K |
| 4 |
Unilever
UL
|
$404K |
| 5 |
Nike
NKE
|
$398K |
Top Sells
| 1 |
Apple
AAPL
|
$2.35M |
| 2 |
Microsoft
MSFT
|
$2.12M |
| 3 |
SPDR S&P Dividend ETF
SDY
|
$1.88M |
| 4 |
Walmart
WMT
|
$565K |
| 5 |
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% |
