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
$359M
AUM Growth
+$5.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Sells

1 +$2.06M
2 +$572K
3 +$387K
4
ACC
American Campus Communities, Inc.
ACC
+$374K
5
GM icon
General Motors
GM
+$356K

Sector Composition

1 Technology 14.47%
2 Energy 9.65%
3 Financials 8.2%
4 Healthcare 6.85%
5 Consumer Discretionary 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-5,049