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
$589M
AUM Growth
-$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$4.15M
3
+$3.27M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.23M
5
IAU icon
iShares Gold Trust
IAU
+$2.15M

Top Sells

1
+$6.35M
2
+$4.12M
3
+$2.8M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.26M
5
AMT icon
American Tower
AMT
+$765K

Sector Composition

1 Energy 16.06%
2 Technology 14.79%
3 Financials 9.34%
4 Healthcare 5.77%
5 Consumer Discretionary 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-1,310
177
– –
-13,611
178
– –
-2,029
179
– –
-378
180
– –
-4,260
181
– –
-2,864
4 5 6 7
8