MWA

Meridian Wealth Advisors Portfolio holdings

AUM $722M
1-Year Est. Return 16.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$532M
AUM Growth
+$75.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
180
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$857K
3
+$574K
4
COST icon
Costco
COST
+$462K
5
CMCSA icon
Comcast
CMCSA
+$433K

Top Sells

1
+$814K
2
+$571K
3
+$259K
4
BMY icon
Bristol-Myers Squibb
BMY
+$208K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$201K

Sector Composition

1 Energy 18.87%
2 Technology 14.4%
3 Financials 8.47%
4 Healthcare 7.7%
5 Consumer Discretionary 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$79.3K 0.01%
10,000
177
– –
-4,050
178
– –
-10,841
179
– –
-1,073
180
– –
-415
4 5 6 7
8