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MCWA
Meadow Creek Wealth Advisors Portfolio holdings
AUM
$155M
1-Year Est. Return
23.95%
This Fund
S&P 500
This Quarter
Est. Return
+5.48%
1 Year Est. Return
+23.95%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$72.2M
AUM Growth
–
Cap. Flow
+$107M
Cap. Flow
% of AUM
147.85%
Top 10 Holdings %
Top 10 Hldgs %
45.33%
Holding
100
New
100
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Coca-Cola
KO
|
+$19.6M |
| 2 |
Northrop Grumman
NOC
|
+$8.85M |
| 3 |
RTX Corp
RTX
|
+$6.77M |
| 4 |
American Express
AXP
|
+$6.01M |
| 5 |
Oracle
ORCL
|
+$4.28M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Staples | 32.39% |
| 2 | Technology | 9.46% |
| 3 | Consumer Discretionary | 9.11% |
| 4 | Healthcare | 8.11% |
| 5 | Industrials | 7.13% |
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Meadow Creek Wealth Advisors's Q4 2019 Portfolio in Review
Q4 2019 is the first quarter with a 13F filing on record for Meadow Creek Wealth Advisors, which disclosed 100 positions worth $72.2M. Its ten largest holdings account for 45% of the portfolio.
Its largest position is Coca-Cola: 364,620 shares worth $20.2M.
By sector, the portfolio is most concentrated in Consumer Staples at 32% of assets, followed by Technology and Consumer Discretionary.
- Meadow Creek Wealth Advisors's largest Q4 2019 buy was Coca-Cola: 364,620 shares worth $20.2M.
- Meadow Creek Wealth Advisors's ten largest holdings make up 45% of its $72.2M portfolio in Q4 2019.
- Meadow Creek Wealth Advisors disclosed 100 positions in Q4 2019, its first 13F filing on record.
Based on Meadow Creek Wealth Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.