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
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$4.87M
3
+$4.41M
4
HD icon
Home Depot
HD
+$3.93M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.57M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 29.1%
2 Technology 18.12%
3 Financials 8.74%
4 Healthcare 8.29%
5 Consumer Discretionary 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$513K 0.48%
+1,526
52
$494K 0.47%
+1,788
53
$492K 0.46%
+3,714
54
$481K 0.45%
+2,305
55
$481K 0.45%
+3,116
56
$479K 0.45%
+7,487
57
$477K 0.45%
+3,300
58
$474K 0.45%
+7,740
59
$451K 0.43%
+28,883
60
$451K 0.43%
+7,555
61
$450K 0.42%
+4,347
62
$450K 0.42%
+8,033
63
$450K 0.42%
+708
64
$449K 0.42%
+6,456
65
$449K 0.42%
+699
66
$449K 0.42%
+1,591
67
$447K 0.42%
+4,938
68
$446K 0.42%
+3,910
69
$443K 0.42%
+2,420
70
$442K 0.42%
+7,215
71
$439K 0.41%
+3,213
72
$428K 0.4%
+1,190
73
$414K 0.39%
+1,680
74
$412K 0.39%
+1,923
75
$409K 0.39%
+8,818
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4 5