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
$400M
AUM Growth
-$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$566K
2
+$461K
3
+$314K
4
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$312K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$230K

Top Sells

1
+$784K
2
+$780K
3
+$416K
4
IAU icon
iShares Gold Trust
IAU
+$408K
5
UL icon
Unilever
UL
+$404K

Sector Composition

1 Technology 14.95%
2 Energy 12.2%
3 Healthcare 8.44%
4 Financials 8.21%
5 Consumer Discretionary 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$61K 0.02%
10,000
177
$58.6K 0.01%
11,100
178
$4.05K ﹤0.01%
463
179
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-2,570
180
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181
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-1,700
182
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-1,989
183
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-6,253
184
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-2,984
185
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-1,544
186
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-7,756
187
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-16,441
188
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-1,632
189
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-3,557
190
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-6,144
4 5 6 7
8