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
$106M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$811K
3
+$598K
4
NVDA icon
NVIDIA
NVDA
+$356K
5
TJX icon
TJX Companies
TJX
+$280K

Top Sells

1
+$18.8M
2
+$4.29M
3
+$2.03M
4
AAPL icon
Apple
AAPL
+$1.96M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.78M

Sector Composition

1 Technology 23.44%
2 Consumer Staples 14.05%
3 Healthcare 9.44%
4 Financials 8.96%
5 Industrials 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$964K 0.91%
755
-11
27
$907K 0.86%
15,496
-44
28
$872K 0.82%
1,292
+128
29
$870K 0.82%
2,254
-58
30
$863K 0.82%
5,903
-1,800
31
$825K 0.78%
3,238
+196
32
$818K 0.77%
4,460
-8,788
33
$815K 0.77%
5,208
+415
34
$796K 0.75%
3,098
-125
35
$781K 0.74%
4,553
+345
36
$778K 0.74%
16,384
+987
37
$777K 0.74%
4,480
-41
38
$722K 0.68%
3,191
-193
39
$608K 0.58%
14,743
-483
40
$605K 0.57%
3,077
+252
41
$597K 0.56%
9,534
-5,168
42
$595K 0.56%
905
+32
43
$586K 0.55%
1,876
-3
44
$578K 0.55%
1,025
-10
45
$565K 0.53%
2,191
-52
46
$564K 0.53%
1,016
-88
47
$537K 0.51%
1,613
-31
48
$530K 0.5%
3,580
49
$508K 0.48%
4,610
50
$506K 0.48%
2,370
+225
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