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
$72.2M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$2.51M
3
+$1.49M
4
MSFT icon
Microsoft
MSFT
+$1.46M
5
AAPL icon
Apple
AAPL
+$1.4M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 32.39%
2 Technology 9.46%
3 Consumer Discretionary 9.11%
4 Healthcare 8.11%
5 Industrials 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$481K 0.67%
+1,235
52
$478K 0.66%
+26,339
53
$478K 0.66%
+2,644
54
$477K 0.66%
+2,377
55
$475K 0.66%
+14,497
56
$472K 0.65%
+5,379
57
$450K 0.62%
+2,812
58
$428K 0.59%
+8,411
59
$425K 0.59%
+2,152
60
$415K 0.57%
+8,323
61
$409K 0.57%
+15,154
62
$408K 0.57%
+4,631
63
$398K 0.55%
+3,682
64
$388K 0.54%
+2,193
65
$374K 0.52%
+3,299
66
$352K 0.49%
+27,550
67
$348K 0.48%
+1,185
68
$336K 0.47%
+4,528
69
$326K 0.45%
+1,439
70
$323K 0.45%
+9,161
71
$318K 0.44%
+975
72
$300K 0.42%
+1,596
73
$293K 0.41%
+1,819
74
$292K 0.4%
+1,712
75
$285K 0.39%
+4,082
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3
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