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
$139M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$630K
3
+$479K
4
PREF icon
Principal Spectrum Preferred Securities Active ETF
PREF
+$437K
5
AAPL icon
Apple
AAPL
+$281K

Top Sells

1
+$490K
2
+$341K
3
+$261K
4
NVDA icon
NVIDIA
NVDA
+$247K
5
V icon
Visa
V
+$237K

Sector Composition

1 Technology 20.68%
2 Consumer Discretionary 14.61%
3 Consumer Staples 11.23%
4 Financials 10.71%
5 Healthcare 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.21M 0.87%
1,356
-56
27
$1.17M 0.84%
4,239
+13
28
$1.14M 0.82%
3,409
+373
29
$1.1M 0.79%
3,794
+89
30
$1.1M 0.79%
10,195
-214
31
$1.09M 0.78%
17,424
+137
32
$1.06M 0.76%
2,299
-7
33
$1.06M 0.76%
5,542
+45
34
$1M 0.72%
793
+10
35
$961K 0.69%
6,648
+60
36
$949K 0.68%
16,029
+80
37
$857K 0.62%
4,824
-90
38
$823K 0.59%
5,682
+50
39
$767K 0.55%
11,662
+1,963
40
$754K 0.54%
3,307
-118
41
$716K 0.52%
3,082
-109
42
$693K 0.5%
1,316
+29
43
$627K 0.45%
2,775
+20
44
$616K 0.44%
4,413
-186
45
$598K 0.43%
2,042
-53
46
$597K 0.43%
4,815
+65
47
$595K 0.43%
2,052
-196
48
$591K 0.43%
941
+4
49
$582K 0.42%
1,603
+5
50
$568K 0.41%
6,228
+25
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