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
$359M
AUM Growth
+$5.84M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$984K
3
+$838K
4
MTUM icon
iShares MSCI USA Momentum Factor ETF
MTUM
+$633K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$483K

Top Sells

1
+$2.06M
2
+$572K
3
+$387K
4
ACC
American Campus Communities, Inc.
ACC
+$374K
5
GM icon
General Motors
GM
+$356K

Sector Composition

1 Technology 14.47%
2 Energy 9.65%
3 Financials 8.2%
4 Healthcare 6.85%
5 Consumer Discretionary 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$27.1M 7.54%
62,851
+1,945
2
$18.3M 5.11%
311,836
+2,315
3
$18.3M 5.1%
129,374
+1,176
4
$15.2M 4.22%
53,759
-174
5
$13.1M 3.66%
30,597
+21
6
$12.5M 3.47%
169,723
+2,059
7
$11.7M 3.25%
66,357
+3,604
8
$10.9M 3.03%
325,503
+4,213
9
$9.22M 2.57%
60,044
+2,097
10
$7.83M 2.18%
207,486
11
$6.12M 1.71%
37,280
+1,060
12
$6.12M 1.7%
37,364
+850
13
$5.86M 1.63%
12,189
+600
14
$5.63M 1.57%
37,696
+3,236
15
$5.26M 1.46%
39,320
+180
16
$4.78M 1.33%
47,121
-20,349
17
$4.5M 1.25%
13,709
+448
18
$4.07M 1.13%
122,315
19
$3.73M 1.04%
16,760
+434
20
$3.6M 1%
30,602
+3,476
21
$3.58M 1%
9,149
+143
22
$3.16M 0.88%
74,345
+668
23
$3.09M 0.86%
6,878
+172
24
$3M 0.84%
11,073
+257
25
$2.94M 0.82%
10,787
1
2 3 4 5