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
$92.1M
AUM Growth
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$410K
2
+$372K
3
+$363K
4
PYPL icon
PayPal
PYPL
+$299K
5
KMX icon
CarMax
KMX
+$296K

Top Sells

1
+$1.15M
2
+$912K
3
+$872K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$632K
5
CVS icon
CVS Health
CVS
+$584K

Sector Composition

1 Consumer Staples 33.88%
2 Technology 14.98%
3 Financials 9.46%
4 Healthcare 8.1%
5 Consumer Discretionary 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$463K 0.5%
1,699
-178
52
$461K 0.5%
3,300
53
$460K 0.5%
9,830
-4,756
54
$455K 0.49%
33,398
+4,515
55
$451K 0.49%
8,700
+667
56
$450K 0.49%
8,174
+619
57
$449K 0.49%
3,716
+2
58
$448K 0.49%
4,185
+275
59
$448K 0.49%
7,300
+844
60
$445K 0.48%
9,735
-1,392
61
$427K 0.46%
576
-52
62
$419K 0.46%
4,753
-185
63
$418K 0.45%
4,597
-28
64
$412K 0.45%
1,923
65
$411K 0.45%
1,845
-975
66
$410K 0.45%
+4,512
67
$401K 0.44%
2,970
-146
68
$396K 0.43%
4,630
-2,857
69
$396K 0.43%
876
-349
70
$391K 0.42%
10,199
-100
71
$381K 0.41%
2,058
-1,038
72
$372K 0.4%
+906
73
$371K 0.4%
2,217
+160
74
$363K 0.39%
970
+511
75
$362K 0.39%
2,370
-50
1 2
3
4 5