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
$301M
AUM Growth
+$27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
193
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$991K
3
+$987K
4
CVX icon
Chevron
CVX
+$906K
5
GM icon
General Motors
GM
+$755K

Top Sells

1
+$940K
2
+$835K
3
+$695K
4
META icon
Meta Platforms (Facebook)
META
+$651K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$471K

Sector Composition

1 Technology 13.81%
2 Energy 10.19%
3 Financials 8.23%
4 Healthcare 6.03%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$23.9M 7.94%
60,091
-1,185
2
$17.2M 5.72%
308,472
+2,552
3
$14.4M 4.8%
118,219
-882
4
$12.2M 4.04%
51,558
-1,733
5
$12.1M 4.02%
30,545
-557
6
$11.8M 3.92%
170,461
-4,918
7
$8.76M 2.91%
54,480
+2,080
8
$7.97M 2.65%
245,112
+16,637
9
$7.87M 2.61%
53,484
+1,957
10
$7.49M 2.49%
215,456
-8,330
11
$6.71M 2.23%
64,074
+8,643
12
$5.38M 1.79%
11,295
+830
13
$5.18M 1.72%
33,480
-1,020
14
$5M 1.66%
32,862
+6,481
15
$4.58M 1.52%
34,460
+1,651
16
$3.96M 1.32%
38,420
-8,100
17
$3.55M 1.18%
11,641
+153
18
$3.25M 1.08%
15,361
+1,807
19
$3.23M 1.07%
8,695
+264
20
$2.81M 0.93%
23,831
+2,559
21
$2.78M 0.92%
12,619
+2,141
22
$2.74M 0.91%
10,737
23
$2.73M 0.91%
70,695
-65
24
$2.68M 0.89%
10,760
25
$2.42M 0.8%
73,458
+3,373
1
2 3 4 5