MWA
Meridian Wealth Advisors Portfolio holdings
AUM
$632M
This Quarter Return
-0.38%
1 Year Return
+12.33%
3 Year Return
+67.24%
5 Year Return
+132.3%
10 Year Return
–
AUM
$431M
AUM Growth
+$431M
(+4.8%)
Cap. Flow
+$29.3M
Cap. Flow
% of AUM
6.79%
Top 10 Holdings %
Top 10 Hldgs %
39.36%
Holding
221
New
18
Increased
116
Reduced
42
Closed
10
Top Buys
| 1 |
S&P Global
SPGI
|
$2.51M |
| 2 |
Vanguard Mid-Cap ETF
VO
|
$1.71M |
| 3 |
Amazon
AMZN
|
$1.59M |
| 4 |
iShares Gold Trust
IAU
|
$1.37M |
| 5 |
iShares MSCI USA Momentum Factor ETF
MTUM
|
$1.12M |
Top Sells
| 1 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$2.49M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$2.38M |
| 3 |
iShares Preferred and Income Securities ETF
PFF
|
$1.19M |
| 4 |
ACC
American Campus Communities, Inc.
ACC
|
$503K |
| 5 |
iShares TIPS Bond ETF
TIP
|
$376K |
Sector Composition
| 1 | Technology | 15.02% |
| 2 | Energy | 12.23% |
| 3 | Financials | 8.64% |
| 4 | Healthcare | 7.15% |
| 5 | Consumer Discretionary | 4.88% |
