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
$353M
AUM Growth
+$52.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$2.57M
3
+$1.43M
4
AAPL icon
Apple
AAPL
+$1.37M
5
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$1.28M

Top Sells

1
+$1.63M
2
+$642K
3
+$506K
4
AMGN icon
Amgen
AMGN
+$412K
5
PTMC icon
Pacer Trendpilot US Mid Cap ETF
PTMC
+$353K

Sector Composition

1 Technology 14.14%
2 Energy 9.95%
3 Financials 8.12%
4 Healthcare 6.72%
5 Consumer Discretionary 4.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$26.2M 7.41%
60,906
+815
2
$19.5M 5.53%
309,521
+1,049
3
$17.6M 4.97%
128,198
+9,979
4
$14.6M 4.14%
53,933
+2,375
5
$13.1M 3.71%
30,576
+31
6
$12.3M 3.49%
167,664
-2,797
7
$10.9M 3.08%
62,753
+8,273
8
$10.8M 3.07%
321,290
+76,178
9
$8.97M 2.54%
57,947
+4,463
10
$7.8M 2.21%
207,486
-7,970
11
$7.07M 2%
67,470
+3,396
12
$6.23M 1.76%
36,220
+2,740
13
$5.69M 1.61%
11,589
+294
14
$5.68M 1.61%
36,514
+3,652
15
$5.09M 1.44%
34,460
16
$4.78M 1.35%
39,140
+720
17
$4.23M 1.2%
13,261
+1,620
18
$3.82M 1.08%
16,326
+965
19
$3.61M 1.02%
9,006
+311
20
$3.37M 0.95%
+122,315
21
$3.32M 0.94%
27,126
+3,295
22
$3.04M 0.86%
73,677
+2,982
23
$3.03M 0.86%
13,761
+1,142
24
$3M 0.85%
10,787
+50
25
$2.79M 0.79%
80,635
+7,177
1
2 3 4 5