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
$139M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$630K
3
+$479K
4
PREF icon
Principal Spectrum Preferred Securities Active ETF
PREF
+$437K
5
AAPL icon
Apple
AAPL
+$281K

Top Sells

1
+$490K
2
+$341K
3
+$261K
4
NVDA icon
NVIDIA
NVDA
+$247K
5
V icon
Visa
V
+$237K

Sector Composition

1 Technology 20.68%
2 Consumer Discretionary 14.61%
3 Consumer Staples 11.23%
4 Financials 10.71%
5 Healthcare 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$388K 0.28%
6,757
-747
77
$384K 0.28%
713
78
$374K 0.27%
14,084
-845
79
$373K 0.27%
651
+48
80
$369K 0.27%
29,532
81
$364K 0.26%
1,521
-12
82
$362K 0.26%
7,201
83
$359K 0.26%
7,667
84
$358K 0.26%
1,724
85
$350K 0.25%
3,279
86
$349K 0.25%
3,605
87
$346K 0.25%
694
+5
88
$343K 0.25%
107
+1
89
$339K 0.24%
763
-253
90
$335K 0.24%
1,579
+19
91
$326K 0.23%
4,125
+165
92
$324K 0.23%
2,577
+96
93
$320K 0.23%
6,474
94
$315K 0.23%
3,686
+535
95
$309K 0.22%
738
+20
96
$303K 0.22%
2,468
+142
97
$298K 0.21%
291
+8
98
$295K 0.21%
1,194
+10
99
$294K 0.21%
467
-33
100
$293K 0.21%
2,426
-381
2 3
4
5 6