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
$81.3M
AUM Growth
-$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$1.04M
2 +$274K
3 +$212K
4
AAPL icon
Apple
AAPL
+$122K
5
JNJ icon
Johnson & Johnson
JNJ
+$95.1K

Top Sells

1 +$363K
2 +$253K
3 +$237K
4
EW icon
Edwards Lifesciences
EW
+$232K
5
COST icon
Costco
COST
+$226K

Sector Composition

1 Consumer Staples 37.61%
2 Technology 12.98%
3 Financials 8.79%
4 Healthcare 8.56%
5 Consumer Discretionary 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$572K 0.7%
1,764
-24
27
$571K 0.7%
2,374
-237
28
$565K 0.7%
4,003
-402
29
$562K 0.69%
7,215
30
$561K 0.69%
2,740
-148
31
$557K 0.69%
2,180
-389
32
$555K 0.68%
2,647
-283
33
$545K 0.67%
3,556
-395
34
$545K 0.67%
1,016
-29
35
$533K 0.66%
3,678
-740
36
$527K 0.65%
22,083
-2,451
37
$518K 0.64%
12,140
-126
38
$516K 0.63%
15,365
39
$489K 0.6%
2,176
-182
40
$485K 0.6%
5,659
-1,571
41
$462K 0.57%
1,872
-209
42
$461K 0.57%
4,799
43
$457K 0.56%
1,877
-74
44
$448K 0.55%
1,224
-21
45
$426K 0.52%
1,671
-28
46
$420K 0.52%
8,700
47
$418K 0.51%
4,115
-70
48
$417K 0.51%
8,174
49
$414K 0.51%
1,048
+27
50
$410K 0.5%
875
-119