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
$72.2M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$20.2M
2
+$2.51M
3
+$1.49M
4
MSFT icon
Microsoft
MSFT
+$1.46M
5
AAPL icon
Apple
AAPL
+$1.4M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 32.39%
2 Technology 9.46%
3 Consumer Discretionary 9.11%
4 Healthcare 8.11%
5 Industrials 7.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$279K 0.39%
+4,180
77
$276K 0.38%
+2,022
78
$272K 0.38%
+4,825
79
$268K 0.37%
+22,795
80
$257K 0.36%
+20,400
81
$252K 0.35%
+5,046
82
$245K 0.34%
+2,097
83
$232K 0.32%
+1,763
84
$227K 0.31%
+1,534
85
$221K 0.31%
+3,300
86
$220K 0.3%
+1,834
87
$217K 0.3%
+3,380
88
$213K 0.3%
+970
89
$210K 0.29%
+870
90
$208K 0.29%
+3,708
91
$203K 0.28%
+1,582
92
$201K 0.28%
+875
93
$201K 0.28%
+1,464
94
$164K 0.23%
+18,259
95
$108K 0.15%
+20,496
96
$104K 0.14%
+21,947
97
$103K 0.14%
+47,301
98
$97K 0.13%
+12,658
99
$87K 0.12%
+50,275
100
$81K 0.11%
+25,158
1 2 3
4