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
$376M
AUM Growth
-$55.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$8.74M
2
+$2.16M
3
+$961K
4
T icon
AT&T
T
+$865K
5
APD icon
Air Products & Chemicals
APD
+$684K

Top Sells

1
+$10.1M
2
+$4.44M
3
+$1.87M
4
AAPL icon
Apple
AAPL
+$1.58M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$1.04M

Sector Composition

1 Energy 14.64%
2 Technology 13.43%
3 Healthcare 8.34%
4 Financials 7.75%
5 Consumer Staples 5.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34.5M 9.17%
90,997
+23,049
2
$28.5M 7.56%
332,299
+25,198
3
$16.3M 4.34%
119,448
-11,536
4
$14.9M 3.96%
58,036
+1,085
5
$12.8M 3.4%
372,675
+11,844
6
$12.3M 3.27%
175,066
+2,390
7
$9.96M 2.65%
26,411
-4,969
8
$9.01M 2.39%
62,810
-4,432
9
$7.74M 2.06%
205,929
10
$7.29M 1.94%
50,327
-300
11
$5.65M 1.5%
53,208
+5,448
12
$5.37M 1.43%
12,974
+248
13
$5.3M 1.41%
10,321
-313
14
$5.3M 1.41%
47,032
+3,366
15
$4.98M 1.32%
45,700
+440
16
$4.84M 1.29%
17,643
+1,716
17
$4.75M 1.26%
86,249
+1,851
18
$4.57M 1.21%
38,489
+8,099
19
$4.46M 1.19%
22,660
+1,730
20
$4.29M 1.14%
47,026
+3,274
21
$4.27M 1.14%
8,912
+500
22
$4.08M 1.08%
19,138
+2,810
23
$3.72M 0.99%
29,293
-8,169
24
$3.51M 0.93%
17,828
-4,048
25
$3.37M 0.9%
100,382
+11,905
1
2 3 4 5