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MCWA
Meadow Creek Wealth Advisors Portfolio holdings
AUM
$155M
1-Year Est. Return
23.95%
This Fund
S&P 500
This Quarter
Est. Return
+11.93%
1 Year Est. Return
+23.95%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$106M
AUM Growth
–
Cap. Flow
+$102M
Cap. Flow
% of AUM
96.15%
Top 10 Holdings %
Top 10 Hldgs %
47.13%
Holding
121
New
121
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Coca-Cola
KO
|
+$24.8M |
| 2 |
Microsoft
MSFT
|
+$4.7M |
| 3 |
Apple
AAPL
|
+$3.92M |
| 4 |
Home Depot
HD
|
+$3.6M |
| 5 |
iShares Core S&P 500 ETF
IVV
|
+$2.48M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Staples | 29.1% |
| 2 | Technology | 18.12% |
| 3 | Financials | 8.74% |
| 4 | Healthcare | 8.29% |
| 5 | Consumer Discretionary | 7.78% |
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Meadow Creek Wealth Advisors's Q4 2021 Portfolio in Review
Q4 2021 is the first quarter with a 13F filing on record for Meadow Creek Wealth Advisors, which disclosed 121 positions worth $106M. Its ten largest holdings account for 47% of the portfolio.
Its largest position is Coca-Cola: 445,232 shares worth $26.4M.
By sector, the portfolio is most concentrated in Consumer Staples at 29% of assets, followed by Technology and Financials.
- Meadow Creek Wealth Advisors's largest Q4 2021 buy was Coca-Cola: 445,232 shares worth $26.4M.
- Meadow Creek Wealth Advisors's ten largest holdings make up 47% of its $106M portfolio in Q4 2021.
- Meadow Creek Wealth Advisors disclosed 121 positions in Q4 2021, its first 13F filing on record.
Based on Meadow Creek Wealth Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.