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
$106M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$4.87M
3
+$4.41M
4
HD icon
Home Depot
HD
+$3.93M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.57M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 29.1%
2 Technology 18.12%
3 Financials 8.74%
4 Healthcare 8.29%
5 Consumer Discretionary 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$819K 0.77%
+3,779
27
$818K 0.77%
+3,010
28
$734K 0.69%
+14,586
29
$705K 0.67%
+3,096
30
$699K 0.66%
+5,163
31
$695K 0.66%
+1,877
32
$678K 0.64%
+1,040
33
$669K 0.63%
+15,365
34
$657K 0.62%
+5,587
35
$647K 0.61%
+2,830
36
$625K 0.59%
+9,112
37
$624K 0.59%
+2,696
38
$584K 0.55%
+5,658
39
$583K 0.55%
+2,820
40
$582K 0.55%
+1,225
41
$551K 0.52%
+2,056
42
$546K 0.52%
+1,796
43
$543K 0.51%
+11,127
44
$542K 0.51%
+955
45
$541K 0.51%
+4,625
46
$536K 0.51%
+1,832
47
$531K 0.5%
+628
48
$527K 0.5%
+4,489
49
$524K 0.49%
+6,083
50
$520K 0.49%
+25,057
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