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
$254M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.36M
2
+$1.02M
3
+$1.01M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$558K
5
IWM icon
iShares Russell 2000 ETF
IWM
+$529K

Top Sells

1
+$2.59M
2
+$303K
3
+$259K
4
SM icon
SM Energy
SM
+$251K
5
JPM icon
JPMorgan Chase
JPM
+$225K

Sector Composition

1 Energy 14.59%
2 Technology 11.11%
3 Financials 6.52%
4 Healthcare 5.89%
5 Industrials 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.2M 10.73%
813,958
+40,746
2
$25.6M 10.09%
367,049
+14,428
3
$11.1M 4.39%
151,816
-35,348
4
$10.3M 4.04%
31,869
+418
5
$9.95M 3.92%
151,612
+3,963
6
$8.05M 3.17%
51,039
-818
7
$7.04M 2.77%
21,780
+1,055
8
$6.59M 2.6%
54,673
+588
9
$6.21M 2.44%
213,962
+35,258
10
$5.98M 2.36%
80,211
+6,101
11
$5.53M 2.18%
44,337
+120
12
$4.53M 1.79%
33,460
+4,119
13
$4.41M 1.74%
26,642
+3,191
14
$4.37M 1.72%
34,787
+3,988
15
$3.78M 1.49%
70,241
+412
16
$3.53M 1.39%
115,617
-392
17
$3.44M 1.36%
9,165
+188
18
$3.09M 1.22%
22,185
-1,615
19
$2.82M 1.11%
42,100
-20
20
$2.79M 1.1%
30,180
-800
21
$2.77M 1.09%
90,239
-3,422
22
$2.62M 1.03%
12,011
-114
23
$2.6M 1.03%
28,406
+5,060
24
$2.48M 0.98%
10,927
-133
25
$2.42M 0.95%
8,247
+32
1
2 3 4 5