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
$144M
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$1.83M
3
+$1.78M
4
LLY icon
Eli Lilly
LLY
+$1.71M
5
GS icon
Goldman Sachs
GS
+$1.69M

Top Sells

1
+$258K
2
+$209K
3
+$66.6K
4
TDG icon
TransDigm Group
TDG
+$49.2K
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$47.4K

Sector Composition

1 Consumer Staples 23.29%
2 Technology 19.63%
3 Financials 9.9%
4 Healthcare 8.24%
5 Consumer Discretionary 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$425K 0.3%
2,430
+45
77
$420K 0.29%
509
+5
78
$412K 0.29%
14,829
+135
79
$411K 0.29%
10,843
+1,325
80
$408K 0.28%
+1,938
81
$396K 0.28%
2,337
-18
82
$385K 0.27%
2,803
+530
83
$379K 0.26%
1,919
+10
84
$379K 0.26%
10,184
-1,790
85
$379K 0.26%
1,831
-62
86
$370K 0.26%
+1,625
87
$369K 0.26%
7,271
-40
88
$367K 0.26%
7,737
-41
89
$364K 0.25%
8,693
-473
90
$363K 0.25%
29,785
-100
91
$363K 0.25%
2,442
+384
92
$361K 0.25%
3,314
-19
93
$357K 0.25%
+20,304
94
$354K 0.25%
3,615
95
$348K 0.24%
664
+107
96
$344K 0.24%
756
-9
97
$343K 0.24%
713
98
$340K 0.24%
6,700
99
$337K 0.23%
6,544
-20
100
$335K 0.23%
787
-49
2 3
4
5 6