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
1
$24M 18.4%
+351,463
2
$5.45M 4.18%
+50,047
3
$4.41M 3.38%
+44,985
4
$3.57M 2.74%
+35,191
5
$3.17M 2.44%
+122,939
6
$2.83M 2.17%
+9,339
7
$2.76M 2.12%
+74,494
8
$2.32M 1.78%
+25,344
9
$2.08M 1.6%
+52,872
10
$2.05M 1.57%
+21,010
11
$2.02M 1.55%
+38,610
12
$1.98M 1.52%
+22,165
13
$1.67M 1.29%
+8,599
14
$1.47M 1.13%
+7,220
15
$1.36M 1.04%
+18,100
16
$1.33M 1.02%
+7,749
17
$1.31M 1.01%
+28,224
18
$1.27M 0.98%
+17,471
19
$1.2M 0.92%
+8,674
20
$1.16M 0.89%
+28,103
21
$1.16M 0.89%
+20,574
22
$1.14M 0.87%
+18,375
23
$1.05M 0.81%
+21,179
24
$1.04M 0.8%
+7,859
25
$1.02M 0.78%
+7,871
1
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