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
$561M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$6.05M
3
+$1.55M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.44M
5
IAU icon
iShares Gold Trust
IAU
+$1.36M

Top Sells

1
+$4M
2
+$3.5M
3
+$881K
4
LMT icon
Lockheed Martin
LMT
+$420K
5
INTC icon
Intel
INTC
+$291K

Sector Composition

1 Energy 19.05%
2 Technology 14.87%
3 Financials 8.1%
4 Healthcare 6.91%
5 Consumer Discretionary 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-600
177
– –
-1,966
178
– –
-6,582
179
– –
-603
180
– –
-15,249
181
– –
-100,000
4 5 6 7
8