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
$103M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$4.59M
3
+$4M
4
AAPL icon
Apple
AAPL
+$3.4M
5
HD icon
Home Depot
HD
+$3.39M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 28.72%
2 Technology 16.54%
3 Financials 8.39%
4 Healthcare 7.7%
5 Consumer Discretionary 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$870K 0.85%
+15,470
27
$836K 0.81%
+3,405
28
$815K 0.79%
+806
29
$810K 0.79%
+3,077
30
$754K 0.73%
+5,385
31
$744K 0.72%
+7,445
32
$720K 0.7%
+2,300
33
$716K 0.7%
+4,799
34
$682K 0.66%
+13,492
35
$681K 0.66%
+1,925
36
$674K 0.66%
+1,130
37
$668K 0.65%
+4,501
38
$662K 0.64%
+17,926
39
$649K 0.63%
+4,186
40
$611K 0.59%
+2,233
41
$594K 0.58%
+2,820
42
$578K 0.56%
+15,341
43
$565K 0.55%
+1,036
44
$561K 0.55%
+1,152
45
$536K 0.52%
+858
46
$534K 0.52%
+1,854
47
$523K 0.51%
+3,675
48
$502K 0.49%
+1,699
49
$498K 0.48%
+3,534
50
$481K 0.47%
+10,971
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