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
$411M
AUM Growth
+$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
207
New
Increased
Reduced
Closed

Top Buys

1
+$2.43M
2
+$1.51M
3
+$918K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$722K
5
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$619K

Top Sells

1
+$319K
2
+$254K
3
+$221K
4
VBTX
Veritex Holdings
VBTX
+$206K
5
DOW icon
Dow Inc
DOW
+$204K

Sector Composition

1 Technology 15.41%
2 Energy 9.23%
3 Financials 7.6%
4 Healthcare 7.29%
5 Consumer Discretionary 4.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.5M 7.65%
66,009
+3,158
2
$23.2M 5.63%
130,464
+1,090
3
$18.9M 4.6%
309,344
-2,492
4
$18.2M 4.42%
54,080
+321
5
$14.7M 3.57%
30,917
+320
6
$13.7M 3.33%
169,143
-580
7
$13M 3.16%
71,404
+5,047
8
$11.3M 2.74%
323,515
-1,988
9
$10.4M 2.53%
60,671
+627
10
$8.63M 2.1%
207,790
+304
11
$6.59M 1.6%
37,911
+215
12
$6.33M 1.54%
38,000
+720
13
$6.3M 1.53%
12,176
-13
14
$6.04M 1.47%
14,544
+835
15
$6M 1.46%
37,895
+531
16
$5.87M 1.43%
40,540
+1,220
17
$5.55M 1.35%
47,318
+197
18
$5.34M 1.3%
122,315
19
$4.79M 1.16%
9,546
+397
20
$4.14M 1.01%
7,298
+420
21
$3.96M 0.96%
30,638
+36
22
$3.94M 0.96%
18,194
+1,434
23
$3.77M 0.92%
14,970
+775
24
$3.74M 0.91%
14,669
+2,834
25
$3.65M 0.89%
82,916
+5,493
1
2 3 4 5