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
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
121
New
Increased
Reduced
Closed

Top Buys

1
+$26.4M
2
+$4.87M
3
+$4.41M
4
HD icon
Home Depot
HD
+$3.93M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.57M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 29.1%
2 Technology 18.12%
3 Financials 8.74%
4 Healthcare 8.29%
5 Consumer Discretionary 7.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$402K 0.38%
+10,299
77
$391K 0.37%
+1,737
78
$383K 0.36%
+7,347
79
$382K 0.36%
+1,310
80
$378K 0.36%
+2,006
81
$377K 0.36%
+3,292
82
$366K 0.35%
+3,939
83
$360K 0.34%
+21,258
84
$357K 0.34%
+2,057
85
$354K 0.33%
+997
86
$344K 0.32%
+7,050
87
$337K 0.32%
+2,921
88
$332K 0.31%
+1,109
89
$332K 0.31%
+17,646
90
$311K 0.29%
+4,093
91
$310K 0.29%
+9,930
92
$307K 0.29%
+1,558
93
$306K 0.29%
+4,319
94
$306K 0.29%
+1,657
95
$306K 0.29%
+5,940
96
$298K 0.28%
+3,306
97
$295K 0.28%
+742
98
$289K 0.27%
+1,424
99
$281K 0.27%
+5,939
100
$281K 0.27%
+20,400
1 2 3
4
5