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
$144M
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$1.83M
3
+$1.78M
4
LLY icon
Eli Lilly
LLY
+$1.71M
5
GS icon
Goldman Sachs
GS
+$1.69M

Top Sells

1
+$258K
2
+$209K
3
+$66.6K
4
TDG icon
TransDigm Group
TDG
+$49.2K
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$47.4K

Sector Composition

1 Consumer Staples 23.29%
2 Technology 19.63%
3 Financials 9.9%
4 Healthcare 8.24%
5 Consumer Discretionary 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.46M 1.01%
5,220
+1,138
27
$1.3M 0.91%
8,618
+1,900
28
$1.28M 0.89%
+5,119
29
$1.25M 0.87%
+13,897
30
$1.22M 0.85%
7,703
+13
31
$1.18M 0.82%
+9,682
32
$1.1M 0.76%
2,214
+460
33
$1.06M 0.74%
+3,958
34
$1.04M 0.72%
4,002
-21
35
$971K 0.68%
3,223
+146
36
$944K 0.66%
15,540
-740
37
$943K 0.66%
766
-40
38
$931K 0.65%
5,382
-3
39
$911K 0.63%
4,521
+20
40
$907K 0.63%
14,702
-768
41
$871K 0.61%
7,493
+48
42
$858K 0.6%
3,042
-49
43
$832K 0.58%
3,384
-21
44
$821K 0.57%
2,312
+12
45
$768K 0.53%
15,397
+1,905
46
$766K 0.53%
4,208
+22
47
$756K 0.53%
4,793
-6
48
$707K 0.49%
1,164
+12
49
$675K 0.47%
17,327
-599
50
$675K 0.47%
+1,605
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