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
$274M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$2.86M
2
+$1.71M
3
+$1.33M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$1.31M
5
IAU icon
iShares Gold Trust
IAU
+$1.26M

Top Sells

1
+$917K
2
+$722K
3
+$670K
4
GLD icon
SPDR Gold Trust
GLD
+$597K
5
MDT icon
Medtronic
MDT
+$589K

Sector Composition

1 Technology 15.31%
2 Financials 7.44%
3 Energy 7.43%
4 Healthcare 6.22%
5 Consumer Discretionary 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23M 8.39%
61,276
+3,552
2
$15.8M 5.77%
119,101
+21,543
3
$12.6M 4.6%
305,920
-2,380
4
$11.9M 4.34%
175,379
+10,539
5
$11.9M 4.32%
53,291
-798
6
$11.6M 4.24%
31,102
+625
7
$8.45M 3.08%
52,400
+10,589
8
$8.29M 3.02%
228,475
+34,690
9
$7.32M 2.67%
223,786
-22,074
10
$7.27M 2.65%
51,527
+2,015
11
$5.62M 2.05%
34,500
+2,440
12
$4.68M 1.71%
55,431
+3,212
13
$4.39M 1.6%
10,465
+587
14
$4.27M 1.56%
32,809
-7,050
15
$4.08M 1.49%
46,520
+40
16
$3.35M 1.22%
26,381
+4,052
17
$3.05M 1.11%
11,488
+502
18
$2.96M 1.08%
13,554
+1,269
19
$2.96M 1.08%
8,431
+212
20
$2.49M 0.91%
10,737
+1
21
$2.47M 0.9%
10,760
-49
22
$2.25M 0.82%
21,272
+2,506
23
$2.18M 0.8%
10,478
+1,291
24
$2.17M 0.79%
7,952
-653
25
$2.17M 0.79%
66,596
+49
1
2 3 4 5