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
$81.3M
AUM Growth
-$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$274K
3
+$212K
4
AAPL icon
Apple
AAPL
+$122K
5
JNJ icon
Johnson & Johnson
JNJ
+$95.1K

Top Sells

1
+$363K
2
+$253K
3
+$237K
4
EW icon
Edwards Lifesciences
EW
+$232K
5
COST icon
Costco
COST
+$226K

Sector Composition

1 Consumer Staples 37.61%
2 Technology 12.98%
3 Financials 8.79%
4 Healthcare 8.56%
5 Consumer Discretionary 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$409K 0.5%
3,716
52
$406K 0.5%
4,519
+20
53
$403K 0.5%
33,398
54
$389K 0.48%
7,300
55
$385K 0.47%
1,657
56
$383K 0.47%
4,661
+31
57
$378K 0.47%
575
-1
58
$361K 0.44%
3,300
59
$356K 0.44%
2,208
-117
60
$355K 0.44%
2,133
-84
61
$353K 0.43%
8,994
-836
62
$350K 0.43%
4,753
63
$348K 0.43%
902
-174
64
$336K 0.41%
9,334
-401
65
$334K 0.41%
4,370
-227
66
$330K 0.41%
1,845
67
$321K 0.39%
10,199
68
$315K 0.39%
933
+27
69
$308K 0.38%
1,690
-233
70
$303K 0.37%
2,970
71
$299K 0.37%
2,021
-37
72
$297K 0.37%
4,558
+46
73
$296K 0.36%
940
-67
74
$294K 0.36%
10,308
+940
75
$291K 0.36%
3,655
1 2
3
4 5