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
$388M
AUM Growth
+$33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
203
New
Increased
Reduced
Closed

Top Buys

1
+$3.09M
2
+$2.33M
3
+$1.74M
4
FISV
Fiserv Inc
FISV
+$1.66M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.56M

Top Sells

1
+$12M
2
+$3.59M
3
+$2.18M
4
CVX icon
Chevron
CVX
+$2.11M
5
MNRL
Brigham Minerals, Inc. Class A Common Stock
MNRL
+$1.44M

Sector Composition

1 Energy 13.9%
2 Technology 12.41%
3 Healthcare 8.8%
4 Financials 8.05%
5 Consumer Staples 5.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.2M 9.32%
94,146
+8,030
2
$30.4M 7.82%
275,219
-32,560
3
$15M 3.86%
115,273
-2,663
4
$13.7M 3.53%
57,187
+110
5
$13.4M 3.46%
387,604
+7,998
6
$13.2M 3.41%
183,510
+9,730
7
$10.2M 2.64%
26,761
+326
8
$9.55M 2.46%
62,879
-428
9
$7.87M 2.03%
62,924
-95,745
10
$7.74M 1.99%
206,456
+527
11
$6.48M 1.67%
14,631
+2,046
12
$6.44M 1.66%
47,994
+3,160
13
$5.57M 1.43%
17,622
+1,126
14
$5.48M 1.41%
10,344
+48
15
$5.36M 1.38%
48,297
+654
16
$5.31M 1.37%
86,255
+453
17
$4.96M 1.28%
59,055
+8,151
18
$4.77M 1.23%
22,957
+1,772
19
$4.62M 1.19%
22,671
+7,639
20
$4.51M 1.16%
38,764
+146
21
$4.3M 1.11%
9,416
+679
22
$4.23M 1.09%
20,439
+2,387
23
$4.17M 1.07%
74,025
+2,850
24
$4.12M 1.06%
46,644
+1,716
25
$3.94M 1.01%
25,089
+4,183
1
2 3 4 5