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
$589M
AUM Growth
-$17.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$4.59M
2
+$4.15M
3
+$3.27M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.23M
5
IAU icon
iShares Gold Trust
IAU
+$2.15M

Top Sells

1
+$6.35M
2
+$4.12M
3
+$2.8M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$2.26M
5
AMT icon
American Tower
AMT
+$765K

Sector Composition

1 Energy 16.06%
2 Technology 14.79%
3 Financials 9.34%
4 Healthcare 5.77%
5 Consumer Discretionary 5.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$62.8M 10.66%
111,733
+5,746
2
$47.2M 8.01%
2,645,843
-32,957
3
$36.4M 6.18%
306,259
-6,071
4
$30M 5.1%
509,579
+36,527
5
$21.3M 3.62%
96,004
-1,550
6
$21M 3.56%
55,848
+938
7
$18.8M 3.19%
33,602
-401
8
$14M 2.38%
57,189
-134
9
$12M 2.04%
62,077
-783
10
$11.4M 1.94%
122,165
+139
11
$10.6M 1.8%
206,234
-15
12
$10.3M 1.75%
54,204
-640
13
$10.2M 1.74%
10,813
+70
14
$9.55M 1.62%
88,076
+30,150
15
$9.49M 1.61%
36,692
+2,532
16
$9.3M 1.58%
26,547
+352
17
$9.22M 1.57%
59,635
+922
18
$7.93M 1.35%
14,899
19
$7.58M 1.29%
22,490
+122
20
$7.39M 1.25%
27,189
+171
21
$7.03M 1.19%
33,974
+515
22
$6.83M 1.16%
71,505
+75
23
$6.82M 1.16%
12,788
+47
24
$6.77M 1.15%
12,928
-265
25
$6.63M 1.13%
75,486
+47,311
1
2 3 4 5