MWA
Meridian Wealth Advisors Portfolio holdings
AUM
$756M
1-Year Est. Return
21.36%
This Fund
S&P 500
1 Year Est. Return
+21.36%
AUM
$756M
AUM Growth
+$34.2M
(+4.7%)
Holding
210
Top Buys
| 1 | +$6.8M | |
| 2 | +$5.04M | |
| 3 | +$3.72M | |
| 4 |
Netflix
NFLX
|
+$3.13M |
| 5 |
Honeywell
HON
|
+$3.02M |
Top Sells
| 1 | +$3.73M | |
| 2 | +$3.36M | |
| 3 | +$3.29M | |
| 4 |
Salesforce
CRM
|
+$3.12M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$1.99M |
Sector Composition
| 1 | Technology | 13.16% |
| 2 | Energy | 10.6% |
| 3 | Financials | 8.05% |
| 4 | Healthcare | 4.47% |
| 5 | Consumer Discretionary | 4.31% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
201
Peloton Interactive
PTON
$2.75B
| $51.6K | 0.01% |
+12,020
|
|
||
|
RNTX
202
Rein Therapeutics
RNTX
$88.1M
| $37K | ﹤0.01% |
28,486
|
|
||
203
CrowdStrike
CRWD
$196B
| – | – |
-448
|
|
||
204
Walt Disney
DIS
$176B
| – | – |
-2,626
|
|
||
205
Liberty Energy
LBRT
$5.1B
| – | – |
-14,800
|
|
||
206
Viper Energy
VNOM
$8.94B
| – | – |
-9,258
|
|
||
|
NAKA
207
Nakamoto Inc
NAKA
$86.5M
| – | – |
-275
|
|
||
208
Arista Networks
ANET
$221B
| – | – |
-14,919
|
|
||
209
ServiceNow
NOW
$132B
| – | – |
-2,230
|
|
||
210
ProPetro Holding
PUMP
$2.01B
| – | – |
-10,000
|
|