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
$399M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
196
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$723K
3
+$632K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$572K
5
CMCSA icon
Comcast
CMCSA
+$566K

Top Sells

1
+$3.68M
2
+$2.54M
3
+$1.86M
4
MPC icon
Marathon Petroleum
MPC
+$1.25M
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$1.09M

Sector Composition

1 Technology 14.95%
2 Energy 11.5%
3 Healthcare 8.26%
4 Financials 7.87%
5 Consumer Staples 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$38.5M 9.64%
93,708
-438
2
$29.5M 7.39%
269,225
-5,994
3
$18.9M 4.73%
114,676
-597
4
$16.6M 4.16%
57,697
+510
5
$14.6M 3.65%
389,767
+2,163
6
$13.1M 3.28%
179,884
-3,626
7
$11M 2.74%
26,756
-5
8
$9.76M 2.44%
63,344
+465
9
$7.86M 1.97%
206,456
10
$6.82M 1.71%
66,058
+7,003
11
$6.69M 1.67%
54,085
-8,839
12
$6.54M 1.64%
50,192
+2,198
13
$6.13M 1.53%
13,364
-1,267
14
$5.47M 1.37%
18,535
+913
15
$5.36M 1.34%
23,792
+835
16
$5.35M 1.34%
25,382
+2,711
17
$5.14M 1.29%
48,289
-8
18
$5.01M 1.25%
10,592
+248
19
$4.98M 1.25%
47,975
+1,331
20
$4.8M 1.2%
9,654
+238
21
$4.52M 1.13%
26,373
+1,284
22
$4.38M 1.1%
21,785
+1,346
23
$4.23M 1.06%
74,670
+645
24
$3.98M 1%
29,483
-9,281
25
$3.73M 0.93%
20,296
+1,163
1
2 3 4 5