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
$139M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$630K
3
+$479K
4
PREF icon
Principal Spectrum Preferred Securities Active ETF
PREF
+$437K
5
AAPL icon
Apple
AAPL
+$281K

Top Sells

1
+$490K
2
+$341K
3
+$261K
4
NVDA icon
NVIDIA
NVDA
+$247K
5
V icon
Visa
V
+$237K

Sector Composition

1 Technology 20.68%
2 Consumer Discretionary 14.61%
3 Consumer Staples 11.23%
4 Financials 10.71%
5 Healthcare 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$550K 0.4%
3,302
-30
52
$530K 0.38%
13,260
-943
53
$527K 0.38%
4,552
+50
54
$526K 0.38%
14,014
+1,160
55
$519K 0.37%
2,693
+10
56
$517K 0.37%
994
-21
57
$497K 0.36%
21,822
+105
58
$492K 0.35%
1,886
+10
59
$488K 0.35%
1,645
+20
60
$486K 0.35%
3,593
-12
61
$485K 0.35%
514
+1
62
$480K 0.35%
8,482
+2,537
63
$479K 0.34%
+1,185
64
$469K 0.34%
2,041
+20
65
$465K 0.33%
2,116
+38
66
$446K 0.32%
5,585
-92
67
$438K 0.32%
2,959
-111
68
$432K 0.31%
889
+15
69
$429K 0.31%
10,151
+40
70
$428K 0.31%
1,938
71
$427K 0.31%
2,779
+35
72
$419K 0.3%
2,813
+10
73
$419K 0.3%
3,706
-218
74
$392K 0.28%
668
+1
75
$391K 0.28%
2,573
+18
1 2
3
4 5