MWA
Meridian Wealth Advisors Portfolio holdings
AUM
$632M
This Quarter Return
-14.51%
1 Year Return
+12.33%
3 Year Return
+67.24%
5 Year Return
+132.3%
10 Year Return
–
AUM
$130M
AUM Growth
–
Cap. Flow
+$130M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
40.39%
Holding
462
New
462
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Exxon Mobil
XOM
|
$24M |
| 2 |
Chevron
CVX
|
$5.45M |
| 3 |
Vanguard Dividend Appreciation ETF
VIG
|
$4.41M |
| 4 |
Microsoft
MSFT
|
$3.57M |
| 5 |
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% |
