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
$216M
AUM Growth
+$35.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$3.02M
2
+$862K
3
+$802K
4
DHR icon
Danaher
DHR
+$717K
5
UNH icon
UnitedHealth
UNH
+$627K

Top Sells

1
+$11.6M
2
+$1.37M
3
+$515K
4
PFE icon
Pfizer
PFE
+$411K
5
MNRL
Brigham Minerals, Inc. Class A Common Stock
MNRL
+$282K

Sector Composition

1 Technology 12.67%
2 Energy 10.6%
3 Financials 6.86%
4 Healthcare 6.75%
5 Consumer Discretionary 5.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.3M 8.01%
55,992
+9,743
2
$16.2M 7.49%
362,599
-323
3
$10.9M 5.02%
179,103
+1,932
4
$10.6M 4.9%
52,145
-192
5
$9.6M 4.44%
31,132
+886
6
$7.08M 3.27%
260,208
-425,391
7
$5.91M 2.73%
64,756
-15,020
8
$5.62M 2.6%
47,928
+455
9
$4.97M 2.3%
146,335
+23,602
10
$4.67M 2.16%
52,374
+108
11
$4.46M 2.06%
32,360
+2,920
12
$3.98M 1.84%
38,131
+8,250
13
$3.79M 1.75%
57,324
-3,221
14
$3.25M 1.5%
45,800
+4,140
15
$2.9M 1.34%
8,950
-107
16
$2.88M 1.33%
69,475
-4,675
17
$2.85M 1.32%
11,368
+763
18
$2.56M 1.19%
8,693
+2,127
19
$2.52M 1.16%
10,669
+2,180
20
$2.25M 1.04%
11,623
-57
21
$2.04M 0.95%
21,746
+2,337
22
$1.93M 0.89%
10,815
+225
23
$1.92M 0.89%
8,448
+1,667
24
$1.83M 0.84%
66,702
-18,830
25
$1.79M 0.83%
75,346
-520
1
2 3 4 5