MWA

Meridian Wealth Advisors Portfolio holdings

AUM $722M
1-Year Est. Return 16.19%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.19%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$632M
AUM Growth
+$43.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$13.2M
2
+$3.39M
3
+$2.22M
4
AVGO icon
Broadcom
AVGO
+$1.77M
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$1.52M

Top Sells

1
+$4.46M
2
+$2.3M
3
+$1.67M
4
ALL icon
Allstate
ALL
+$1.21M
5
WMT icon
Walmart Inc
WMT
+$1.15M

Sector Composition

1 Technology 16.15%
2 Energy 12.07%
3 Financials 9.16%
4 Consumer Discretionary 5.29%
5 Healthcare 4.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$67.6M 10.68%
108,820
-2,913
2
$34M 5.38%
545,373
+35,794
3
$33.1M 5.24%
307,308
+1,049
4
$33.1M 5.24%
2,477,436
-168,407
5
$28.1M 4.44%
56,411
+563
6
$20.4M 3.22%
32,970
-632
7
$20M 3.15%
97,252
+1,248
8
$16.7M 2.65%
57,763
+574
9
$14.4M 2.28%
+47,395
10
$13M 2.05%
81,976
-6,100
11
$12.9M 2.03%
62,819
+742
12
$12.8M 2.03%
136,747
+14,582
13
$12M 1.9%
54,875
+671
14
$11.4M 1.8%
40,656
+3,964
15
$11M 1.74%
62,353
+2,718
16
$10.8M 1.71%
10,947
+134
17
$10.4M 1.64%
204,372
-1,862
18
$9.61M 1.52%
26,928
-261
19
$9.59M 1.52%
27,020
+473
20
$8.24M 1.3%
144,526
+28,345
21
$7.18M 1.13%
12,669
-119
22
$7.14M 1.13%
9,670
-281
23
$7.11M 1.12%
14,639
-260
24
$6.58M 1.04%
72,960
+1,455
25
$6.33M 1%
12,013
+303
1
2 3 4 5