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
$457M
AUM Growth
+$56.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$21.8M
2
+$2.26M
3
+$571K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$285K
5
MSFT icon
Microsoft
MSFT
+$278K

Top Sells

1
+$1.99M
2
+$1.89M
3
+$1.29M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$890K
5
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$659K

Sector Composition

1 Technology 15.48%
2 Energy 14.45%
3 Financials 8.57%
4 Healthcare 8.34%
5 Consumer Discretionary 5.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43M 9.42%
90,047
-2,707
2
$26.4M 5.79%
264,414
+485
3
$21.8M 4.77%
+1,265,675
4
$19.9M 4.37%
103,589
-174
5
$19.7M 4.32%
52,479
+738
6
$14.3M 3.14%
367,557
-10,763
7
$14.3M 3.13%
30,063
-1,872
8
$10.8M 2.38%
139,025
-25,488
9
$10.6M 2.33%
62,373
-27
10
$10.2M 2.23%
67,104
+1,101
11
$9.02M 1.98%
53,029
+981
12
$8.9M 1.95%
205,749
-617
13
$7.09M 1.55%
50,762
-2,829
14
$6.62M 1.45%
10,029
+171
15
$6.59M 1.44%
12,996
-709
16
$6.4M 1.4%
26,595
+157
17
$6.27M 1.37%
11,913
+199
18
$6.24M 1.37%
23,950
+664
19
$6.11M 1.34%
17,641
+327
20
$6.1M 1.33%
26,201
+1,225
21
$5.35M 1.17%
49,088
+1,390
22
$5.28M 1.16%
21,515
+443
23
$5.27M 1.15%
8,830
+205
24
$5.27M 1.15%
21,593
+481
25
$4.92M 1.08%
18,682
+141
1
2 3 4 5