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MWA

Meridian Wealth Advisors Portfolio holdings

AUM $756M
1-Year Est. Return 21.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.36%
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
+$592K
2
+$437K
3
+$323K
4
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$321K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$239K

Top Sells

1
+$808K
2
+$780K
3
+$434K
4
IAU icon
iShares Gold Trust
IAU
+$425K
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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-1,700
181
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-1,989
182
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-6,253
183
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184
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185
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-6,894
186
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187
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-1,632
188
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-6,144
189
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-604
190
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-3,557
4 5 6 7
8