MWA

Meridian Wealth Advisors Portfolio holdings

AUM $722M
1-Year Est. Return 16.18%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.18%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$376M
AUM Growth
-$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$9.48M
2
+$2.27M
3
+$1.01M
4
T icon
AT&T
T
+$823K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$747K

Top Sells

1
+$10.9M
2
+$4.44M
3
+$2.04M
4
AAPL icon
Apple
AAPL
+$1.75M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.14M

Sector Composition

1 Energy 14.64%
2 Technology 13.43%
3 Healthcare 8.34%
4 Financials 7.75%
5 Consumer Staples 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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