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
$92.1M
AUM Growth
-$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
125
New
Increased
Reduced
Closed

Top Buys

1
+$410K
2
+$372K
3
+$363K
4
PYPL icon
PayPal
PYPL
+$299K
5
KMX icon
CarMax
KMX
+$296K

Top Sells

1
+$1.15M
2
+$912K
3
+$872K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$632K
5
CVS icon
CVS Health
CVS
+$584K

Sector Composition

1 Consumer Staples 33.88%
2 Technology 14.98%
3 Financials 9.46%
4 Healthcare 8.1%
5 Consumer Discretionary 6.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$360K 0.39%
1,007
-183
77
$358K 0.39%
3,655
-284
78
$358K 0.39%
2,713
-500
79
$317K 0.34%
7,029
-318
80
$312K 0.34%
9,368
-562
81
$302K 0.33%
1,558
82
$298K 0.32%
4,319
83
$296K 0.32%
+3,072
84
$296K 0.32%
671
-326
85
$289K 0.31%
18,756
-2,502
86
$282K 0.31%
779
+37
87
$277K 0.3%
1,424
88
$271K 0.29%
1,174
-417
89
$266K 0.29%
7,633
-1,185
90
$261K 0.28%
1,006
+31
91
$261K 0.28%
2,598
-323
92
$255K 0.28%
5,490
-450
93
$253K 0.27%
3,490
-5,622
94
$249K 0.27%
2,306
-986
95
$247K 0.27%
6,533
-4,163
96
$244K 0.26%
3,336
97
$237K 0.26%
3,137
-169
98
$237K 0.26%
20,400
99
$232K 0.25%
+1,970
100
$226K 0.25%
393
-60
1 2 3
4
5