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
$598M
AUM Growth
+$37.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$3.14M
3
+$2.24M
4
IAU icon
iShares Gold Trust
IAU
+$1.22M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.02M

Top Sells

1
+$2.98M
2
+$1.53M
3
+$1.49M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$1.08M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$762K

Sector Composition

1 Energy 18.53%
2 Technology 14.4%
3 Financials 8.55%
4 Healthcare 6.36%
5 Consumer Discretionary 5.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$58.4M 9.77%
2,680,146
+2,656
2
$57.6M 9.63%
99,824
+5,441
3
$36.9M 6.18%
315,142
-948
4
$22.8M 3.81%
52,896
-566
5
$22.5M 3.75%
96,369
-3,268
6
$21.2M 3.54%
425,942
+24,447
7
$19.5M 3.26%
33,988
+902
8
$12.6M 2.11%
67,581
-2,391
9
$12.5M 2.08%
62,924
-3,849
10
$12.2M 2.04%
57,715
+1,483
11
$11.3M 1.89%
124,045
-11,878
12
$10.8M 1.81%
206,249
13
$9.56M 1.6%
10,780
-145
14
$9.18M 1.54%
27,708
-479
15
$8.98M 1.5%
54,171
-146
16
$8.94M 1.5%
23,007
-246
17
$8.41M 1.41%
31,862
+3,864
18
$7.66M 1.28%
18,903
+597
19
$7.65M 1.28%
13,078
+8
20
$7.22M 1.21%
12,669
-124
21
$7.13M 1.19%
58,736
+722
22
$7.05M 1.18%
25,629
+489
23
$6.28M 1.05%
33,097
+1,067
24
$6.11M 1.02%
6,892
-8
25
$6.08M 1.02%
37,855
+792
1
2 3 4 5