MCWA
Meadow Creek Wealth Advisors Portfolio holdings
AUM
$151M
1-Year Est. Return
16.76%
1 Year Est. Return
+16.76%
AUM
$151M
AUM Growth
+$2.54M
(+1.7%)
Holding
152
Top Buys
| 1 | +$4.25M | |
| 2 | +$343K | |
| 3 | +$268K | |
| 4 |
Apple
AAPL
|
+$266K |
| 5 |
Cummins
CMI
|
+$252K |
Top Sells
| 1 | +$4.51M | |
| 2 | +$409K | |
| 3 | +$368K | |
| 4 |
Progressive
PGR
|
+$357K |
| 5 |
Spotify
SPOT
|
+$348K |
Sector Composition
| 1 | Technology | 22.37% |
| 2 | Consumer Discretionary | 12% |
| 3 | Consumer Staples | 10.9% |
| 4 | Financials | 9.9% |
| 5 | Healthcare | 7.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
AT&T
T
$180B
| $580K | 0.38% |
22,130
-72
|
|
||
52
Automatic Data Processing
ADP
$105B
| $557K | 0.37% |
1,987
-86
|
|
||
53
Air Products & Chemicals
APD
$58.2B
| $550K | 0.36% |
2,172
-104
|
|
||
54
Medtronic
MDT
$131B
| $548K | 0.36% |
5,769
+489
|
|
||
55
Amgen
AMGN
$183B
| $547K | 0.36% |
1,849
-10
|
|
||
56
Analog Devices
ADI
$135B
| $544K | 0.36% |
2,253
+545
|
|
||
57
Allstate
ALL
$54B
| $541K | 0.36% |
2,778
-9
|
|
||
58
Verizon
VZ
$174B
| $541K | 0.36% |
13,406
+126
|
|
||
59
Abbott
ABT
$218B
| $534K | 0.35% |
4,188
-375
|
|
||
60
KLA
KLAC
$159B
| $520K | 0.35% |
473
-1
|
|
||
61
Honeywell
HON
$122B
| $497K | 0.33% |
2,447
-363
|
|
||
62
Goldman Sachs
GS
$251B
| $483K | 0.32% |
637
+5
|
|
||
63
Brookfield
BN
$105B
| $481K | 0.32% |
16,379
+6,581
|
|
||
64
Starbucks
SBUX
$96.9B
| $465K | 0.31% |
5,511
-77
|
|
||
65
CME Group
CME
$98.5B
| $465K | 0.31% |
1,770
-6
|
|
||
66
Qualcomm
QCOM
$186B
| $459K | 0.3% |
2,800
-3
|
|
||
67
Roper Technologies
ROP
$47.8B
| $454K | 0.3% |
907
-63
|
|
||
68
Danaher
DHR
$160B
| $448K | 0.3% |
2,126
+338
|
|
||
69
Intuit
INTU
$184B
| $446K | 0.3% |
690
-1
|
|
||
70
SPDR S&P 500 ETF Trust
SPY
$701B
| $444K | 0.29% |
672
+1
|
|
||
71
Morgan Stanley
MS
$278B
| $442K | 0.29% |
2,762
-37
|
|
||
72
Vanguard S&P 500 ETF
VOO
$803B
| $433K | 0.29% |
713
|
|
||
73
Equinix
EQIX
$71.4B
| $425K | 0.28% |
523
-7
|
|
||
74
Fifth Third Bancorp
FITB
$30B
| $422K | 0.28% |
10,451
|
|
||
75
Intercontinental Exchange
ICE
$90.7B
| $407K | 0.27% |
2,654
-186
|
|