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
$144M
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$1.83M
3
+$1.78M
4
LLY icon
Eli Lilly
LLY
+$1.71M
5
GS icon
Goldman Sachs
GS
+$1.69M

Top Sells

1
+$258K
2
+$209K
3
+$66.6K
4
TDG icon
TransDigm Group
TDG
+$49.2K
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$47.4K

Sector Composition

1 Consumer Staples 23.29%
2 Technology 19.63%
3 Financials 9.9%
4 Healthcare 8.24%
5 Consumer Discretionary 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$639K 0.44%
15,226
-115
52
$634K 0.44%
3,580
-95
53
$608K 0.42%
2,825
+5
54
$602K 0.42%
1,644
-55
55
$581K 0.4%
1,035
-1
56
$567K 0.39%
873
+15
57
$557K 0.39%
1,104
-26
58
$551K 0.38%
+2,162
59
$543K 0.38%
2,243
+10
60
$535K 0.37%
731
+331
61
$534K 0.37%
1,879
+25
62
$531K 0.37%
5,814
+1,455
63
$523K 0.36%
4,610
+1,305
64
$513K 0.36%
2,054
+91
65
$512K 0.36%
+4,884
66
$506K 0.35%
5,187
-206
67
$503K 0.35%
+8,850
68
$500K 0.35%
+7,757
69
$496K 0.34%
+3,073
70
$450K 0.31%
1,803
-45
71
$448K 0.31%
10,346
-625
72
$442K 0.31%
918
+45
73
$440K 0.31%
2,145
+701
74
$438K 0.3%
5,023
+10
75
$427K 0.3%
1,724
+5
1 2
3
4 5