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
$561M
AUM Growth
+$28.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$10.9M
2
+$6.05M
3
+$1.55M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$1.44M
5
IAU icon
iShares Gold Trust
IAU
+$1.36M

Top Sells

1
+$4M
2
+$3.5M
3
+$881K
4
LMT icon
Lockheed Martin
LMT
+$420K
5
INTC icon
Intel
INTC
+$291K

Sector Composition

1 Energy 19.05%
2 Technology 14.87%
3 Financials 8.1%
4 Healthcare 6.91%
5 Consumer Discretionary 5.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53.4M 9.52%
2,677,490
+548,620
2
$51.6M 9.21%
94,383
+2,623
3
$36.4M 6.49%
316,090
+52,590
4
$23.9M 4.26%
53,462
+373
5
$21M 3.74%
99,637
-4,181
6
$18M 3.21%
33,086
+2,324
7
$17.6M 3.15%
401,495
+30,943
8
$13.5M 2.41%
69,972
+1,950
9
$12.2M 2.17%
66,773
+1,135
10
$11.4M 2.04%
135,923
-1,286
11
$11.4M 2.03%
56,232
+1,311
12
$10.3M 1.83%
206,249
13
$9.89M 1.76%
54,317
+2,303
14
$9.29M 1.66%
10,925
+249
15
$8.84M 1.58%
28,187
+815
16
$7.65M 1.36%
23,253
+881
17
$7.17M 1.28%
58,014
+24
18
$6.85M 1.22%
12,793
-113
19
$6.78M 1.21%
27,998
+730
20
$6.71M 1.2%
54,189
+2,591
21
$6.66M 1.19%
13,070
+465
22
$6.6M 1.18%
25,140
+228
23
$6.3M 1.12%
18,306
+283
24
$6.25M 1.11%
6,900
-213
25
$5.66M 1.01%
80,325
+4,710
1
2 3 4 5