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
$130M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
462
New
Increased
Reduced
Closed

Top Buys

1
+$24M
2
+$5.45M
3
+$4.41M
4
MSFT icon
Microsoft
MSFT
+$3.57M
5
HEFA icon
iShares Currency Hedged MSCI EAFE ETF
HEFA
+$3.17M

Top Sells

No sells this quarter

Sector Composition

1 Energy 26.98%
2 Technology 9.82%
3 Financials 8.76%
4 Healthcare 7.97%
5 Industrials 5.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$75K 0.06%
+400
202
$74K 0.06%
+821
203
$74K 0.06%
+391
204
$72K 0.06%
+1,250
205
$70K 0.05%
+943
206
$70K 0.05%
+263
207
$69K 0.05%
+2,175
208
$69K 0.05%
+1,325
209
$69K 0.05%
+934
210
$68K 0.05%
+5,546
211
$68K 0.05%
+1,050
212
$68K 0.05%
+1,030
213
$68K 0.05%
+1,550
214
$67K 0.05%
+3,264
215
$67K 0.05%
+500
216
$66K 0.05%
+953
217
$65K 0.05%
+634
218
$65K 0.05%
+1,035
219
$63K 0.05%
+1,757
220
$63K 0.05%
+1,262
221
$63K 0.05%
+5,000
222
$62K 0.05%
+3,245
223
$62K 0.05%
+1,150
224
$61K 0.05%
+1,473
225
$61K 0.05%
+1,950
7 8
9
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