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
$400M
AUM Growth
-$13.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$566K
2
+$461K
3
+$314K
4
RPG icon
Invesco S&P 500 Pure Growth ETF
RPG
+$312K
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$230K

Top Sells

1
+$784K
2
+$780K
3
+$416K
4
IAU icon
iShares Gold Trust
IAU
+$408K
5
UL icon
Unilever
UL
+$404K

Sector Composition

1 Technology 14.95%
2 Energy 12.2%
3 Healthcare 8.44%
4 Financials 8.21%
5 Consumer Discretionary 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$39.8M 9.95%
92,754
-145
2
$31M 7.75%
263,929
-536
3
$17.8M 4.44%
103,763
+1,201
4
$16.3M 4.08%
51,741
+259
5
$13.7M 3.41%
31,935
-187
6
$13.2M 3.31%
378,320
-11,650
7
$11.9M 2.98%
164,513
-10,831
8
$9.7M 2.42%
62,400
-421
9
$8.39M 2.1%
66,003
+1,044
10
$8.25M 2.06%
206,366
-90
11
$7.55M 1.89%
52,048
+974
12
$7.01M 1.75%
53,591
+469
13
$6.26M 1.56%
13,705
-38
14
$5.91M 1.48%
11,714
+202
15
$5.64M 1.41%
26,438
+186
16
$5.57M 1.39%
9,858
+222
17
$5.36M 1.34%
23,286
+358
18
$5.23M 1.31%
17,314
+263
19
$5.2M 1.3%
24,976
+810
20
$4.91M 1.23%
47,698
+1,823
21
$4.4M 1.1%
8,625
-58
22
$4.33M 1.08%
99,145
+12,947
23
$4.32M 1.08%
28,536
+860
24
$4.29M 1.07%
70,875
+720
25
$4.29M 1.07%
21,072
+349
1
2 3 4 5