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
$92.1M
AUM Growth
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$410K
2
+$372K
3
+$363K
4
PYPL icon
PayPal
PYPL
+$299K
5
KMX icon
CarMax
KMX
+$296K

Top Sells

1
+$1.15M
2
+$912K
3
+$872K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$632K
5
CVS icon
CVS Health
CVS
+$584K

Sector Composition

1 Consumer Staples 33.88%
2 Technology 14.98%
3 Financials 9.46%
4 Healthcare 8.1%
5 Consumer Discretionary 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$719K 0.78%
4,418
-71
27
$710K 0.77%
2,930
-80
28
$687K 0.75%
2,888
+58
29
$684K 0.74%
12,266
-9,915
30
$681K 0.74%
1,045
+337
31
$661K 0.72%
15,365
32
$652K 0.71%
2,611
+815
33
$645K 0.7%
2,569
+737
34
$645K 0.7%
24,534
-24,057
35
$640K 0.69%
3,951
-1,212
36
$613K 0.67%
2,358
+1,048
37
$608K 0.66%
7,215
38
$597K 0.65%
7,230
-510
39
$567K 0.62%
1,245
+290
40
$542K 0.59%
994
-46
41
$531K 0.58%
4,589
+2,583
42
$517K 0.56%
2,325
+799
43
$517K 0.56%
1,076
+377
44
$515K 0.56%
2,081
+25
45
$512K 0.56%
1,788
46
$499K 0.54%
4,499
+152
47
$482K 0.52%
1,021
+522
48
$475K 0.52%
4,799
-1,284
49
$472K 0.51%
1,951
+214
50
$468K 0.51%
1,657
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