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
$234M
AUM Growth
+$90.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$17.6M
2
+$8.78M
3
+$7.41M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$6.19M
5
IAU icon
iShares Gold Trust
IAU
+$5.04M

Top Sells

1
+$410K
2
+$402K
3
+$295K
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$276K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$274K

Sector Composition

1 Energy 15.59%
2 Technology 11.21%
3 Financials 6.52%
4 Healthcare 5.6%
5 Industrials 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$24.9M 10.66%
352,621
+1,734
2
$24M 10.28%
773,212
+565,144
3
$10.5M 4.48%
187,164
+132,268
4
$9.46M 4.05%
147,649
+18,703
5
$9.33M 3.99%
31,451
+29,572
6
$7.21M 3.09%
51,857
+15,887
7
$6.41M 2.74%
54,085
+3,156
8
$6.19M 2.65%
+20,725
9
$5.43M 2.32%
74,110
+4,833
10
$5.29M 2.26%
44,217
+2,074
11
$5.04M 2.16%
+178,704
12
$4.2M 1.8%
+29,341
13
$3.67M 1.57%
69,829
+24,524
14
$3.67M 1.57%
+30,799
15
$3.55M 1.52%
+23,451
16
$3.47M 1.49%
116,009
-13,705
17
$3.16M 1.35%
8,977
+1,722
18
$2.81M 1.2%
12,125
+4,145
19
$2.8M 1.2%
23,800
+3,162
20
$2.73M 1.17%
93,661
+56,674
21
$2.69M 1.15%
30,980
+11,480
22
$2.57M 1.1%
42,120
+30,600
23
$2.3M 0.98%
11,060
+4,058
24
$2.13M 0.91%
12,373
+4,766
25
$1.88M 0.8%
23,346
+2,145
1
2 3 4 5