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
$606M
AUM Growth
+$8.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$4.26M
3
+$3.63M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.84M
5
NXPI icon
NXP Semiconductors
NXPI
+$2.67M

Top Sells

1
+$3.08M
2
+$2.79M
3
+$2.79M
4
AMT icon
American Tower
AMT
+$2.7M
5
DVN icon
Devon Energy
DVN
+$2.51M

Sector Composition

1 Energy 17.13%
2 Technology 15.17%
3 Financials 9.6%
4 Consumer Discretionary 5.58%
5 Healthcare 5.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$62.4M 10.29%
105,987
+6,163
2
$59.4M 9.8%
2,678,800
-1,346
3
$33.6M 5.54%
312,330
-2,812
4
$24.4M 4.03%
97,554
+1,185
5
$23.4M 3.86%
473,052
+47,110
6
$23.1M 3.82%
54,910
+2,014
7
$19.9M 3.29%
34,003
+15
8
$13.7M 2.27%
57,323
-392
9
$12.3M 2.03%
62,860
-64
10
$12M 1.98%
54,844
-12,737
11
$11.1M 1.83%
58,713
+4,542
12
$11M 1.82%
206,249
13
$10.8M 1.79%
122,026
-2,019
14
$9.84M 1.62%
10,743
-37
15
$9.02M 1.49%
34,160
+2,298
16
$8.97M 1.48%
27,018
-690
17
$8.28M 1.37%
26,195
+566
18
$8.26M 1.36%
22,368
-639
19
$7.78M 1.28%
57,926
-810
20
$7.26M 1.2%
12,741
+72
21
$6.75M 1.11%
+14,899
22
$6.67M 1.1%
13,193
+115
23
$6.57M 1.08%
19,638
-180
24
$6.52M 1.08%
16,766
-2,137
25
$6.45M 1.06%
33,459
+362
1
2 3 4 5