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
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$811K
3
+$598K
4
NVDA icon
NVIDIA
NVDA
+$356K
5
TJX icon
TJX Companies
TJX
+$280K

Top Sells

1
+$18.8M
2
+$4.29M
3
+$2.03M
4
AAPL icon
Apple
AAPL
+$1.96M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.78M

Sector Composition

1 Technology 23.44%
2 Consumer Staples 14.05%
3 Healthcare 9.44%
4 Financials 8.96%
5 Industrials 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$359K 0.34%
29,702
-83
77
$357K 0.34%
713
78
$354K 0.33%
3,304
-10
79
$350K 0.33%
3,605
-10
80
$347K 0.33%
1,670
-161
81
$341K 0.32%
413
-28
82
$340K 0.32%
6,700
83
$333K 0.32%
2,435
-7
84
$331K 0.31%
2,111
+217
85
$327K 0.31%
7,868
-825
86
$326K 0.31%
6,524
-20
87
$307K 0.29%
689
-98
88
$301K 0.29%
2,900
+302
89
$299K 0.28%
101
+6
90
$299K 0.28%
2,838
+177
91
$297K 0.28%
1,271
+153
92
$297K 0.28%
508
+63
93
$280K 0.27%
+2,547
94
$279K 0.26%
3,960
-19,590
95
$278K 0.26%
635
+80
96
$278K 0.26%
+2,610
97
$261K 0.25%
3,343
+38
98
$259K 0.25%
+10,005
99
$259K 0.24%
1,496
+242
100
$251K 0.24%
3,236
+400
2 3
4
5 6