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
$75.6M
AUM Growth
-$5.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$779K
2 +$434K
3 +$434K
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$355K
5
MCD icon
McDonald's
MCD
+$245K

Sector Composition

1 Consumer Staples 36.63%
2 Technology 13.61%
3 Financials 8.84%
4 Healthcare 8.64%
5 Consumer Discretionary 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$602K 0.8%
4,054
+51
27
$601K 0.79%
7,215
28
$593K 0.78%
2,649
+2
29
$570K 0.75%
1,763
-1
30
$553K 0.73%
2,376
+2
31
$549K 0.73%
3,820
+142
32
$523K 0.69%
997
-19
33
$510K 0.67%
5,845
+186
34
$507K 0.67%
2,215
+39
35
$506K 0.67%
3,518
-44
36
$493K 0.65%
2,782
+42
37
$491K 0.65%
15,365
38
$489K 0.65%
3,647
+91
39
$470K 0.62%
11,758
-382
40
$469K 0.62%
38,660
+60
41
$464K 0.61%
4,673
+12
42
$451K 0.6%
2,099
-81
43
$434K 0.57%
+1,919
44
$434K 0.57%
+6,560
45
$423K 0.56%
1,877
46
$394K 0.52%
8,680
-20
47
$393K 0.52%
4,799
48
$392K 0.52%
8,154
-20
49
$388K 0.51%
4,026
-89
50
$380K 0.5%
3,707
-9