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
$413M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$2.38M
2
+$616K
3
+$442K
4
UL icon
Unilever
UL
+$404K
5
NKE icon
Nike
NKE
+$398K

Top Sells

1
+$2.35M
2
+$2.12M
3
+$1.88M
4
WMT icon
Walmart Inc. Common Stock
WMT
+$565K
5
SYY icon
Sysco
SYY
+$550K

Sector Composition

1 Technology 15.59%
2 Energy 10.61%
3 Healthcare 8.58%
4 Financials 8.07%
5 Consumer Discretionary 5.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41.4M 10.02%
92,899
-809
2
$28.4M 6.86%
264,465
-4,760
3
$19.9M 4.81%
102,562
-12,114
4
$17.5M 4.24%
51,482
-6,215
5
$14.2M 3.44%
32,122
+5,366
6
$14.2M 3.43%
389,970
+203
7
$13M 3.15%
175,344
-4,540
8
$10.2M 2.47%
62,821
-523
9
$8.53M 2.06%
206,456
10
$8.47M 2.05%
64,959
-1,099
11
$7.43M 1.8%
51,074
+882
12
$6.58M 1.59%
13,743
+379
13
$6.36M 1.54%
53,122
+5,147
14
$5.53M 1.34%
11,512
+920
15
$5.45M 1.32%
22,928
-864
16
$5.32M 1.29%
24,166
-1,216
17
$5.3M 1.28%
17,051
-1,484
18
$5.29M 1.28%
45,875
-2,414
19
$5.28M 1.28%
26,252
-121
20
$5.19M 1.26%
9,636
-18
21
$4.75M 1.15%
38,747
-15,338
22
$4.47M 1.08%
70,155
-4,515
23
$4.25M 1.03%
8,683
+569
24
$4.24M 1.03%
20,723
-1,062
25
$3.98M 0.96%
86,198
+6,187
1
2 3 4 5