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
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$811K
3
+$598K
4
NVDA icon
NVIDIA
NVDA
+$356K
5
TJX icon
TJX Companies
TJX
+$280K

Top Sells

1
+$18.8M
2
+$4.29M
3
+$2.03M
4
AAPL icon
Apple
AAPL
+$1.96M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.78M

Sector Composition

1 Technology 23.44%
2 Consumer Staples 14.05%
3 Healthcare 9.44%
4 Financials 8.96%
5 Industrials 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$489K 0.46%
1,955
-99
52
$474K 0.45%
2,380
+43
53
$472K 0.45%
1,976
+173
54
$468K 0.44%
11,767
+924
55
$466K 0.44%
1,056
+138
56
$464K 0.44%
1,724
57
$462K 0.44%
5,939
+125
58
$452K 0.43%
4,502
-685
59
$448K 0.42%
11,447
+1,101
60
$428K 0.41%
2,683
-2,699
61
$427K 0.4%
3,023
+374
62
$424K 0.4%
2,568
+138
63
$422K 0.4%
5,359
+336
64
$415K 0.39%
14,829
65
$403K 0.38%
21,105
+801
66
$393K 0.37%
1,938
67
$385K 0.36%
509
68
$384K 0.36%
2,803
69
$381K 0.36%
816
+60
70
$376K 0.36%
1,625
71
$372K 0.35%
10,184
72
$364K 0.34%
7,251
-20
73
$362K 0.34%
666
+2
74
$362K 0.34%
7,717
-20
75
$359K 0.34%
1,849
-70
1 2
3
4 5