MCWA

Meadow Creek Wealth Advisors Portfolio holdings

AUM $148M
1-Year Est. Return 17.4%
This Quarter Est. Return
1 Year Est. Return
+17.4%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$72.2M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$2.51M
3
+$1.49M
4
MSFT icon
Microsoft
MSFT
+$1.46M
5
AAPL icon
Apple
AAPL
+$1.4M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 32.39%
2 Technology 9.46%
3 Consumer Discretionary 9.11%
4 Healthcare 8.11%
5 Industrials 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$590K 0.82%
+7,827
27
$578K 0.8%
+25,023
28
$577K 0.8%
+6,776
29
$571K 0.79%
+4,910
30
$566K 0.78%
+8,893
31
$561K 0.78%
+4,651
32
$553K 0.77%
+4,323
33
$542K 0.75%
+2,307
34
$541K 0.75%
+12,031
35
$537K 0.74%
+10,292
36
$536K 0.74%
+3,627
37
$534K 0.74%
+8,005
38
$533K 0.74%
+13,399
39
$529K 0.73%
+10,504
40
$515K 0.71%
+27,304
41
$514K 0.71%
+135
42
$512K 0.71%
+5,404
43
$512K 0.71%
+3,346
44
$507K 0.7%
+8,702
45
$506K 0.7%
+9,251
46
$501K 0.69%
+5,653
47
$498K 0.69%
+33,979
48
$497K 0.69%
+4,419
49
$492K 0.68%
+4,631
50
$488K 0.68%
+31,437
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