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MCWA

Meadow Creek Wealth Advisors Portfolio holdings

AUM $155M
1-Year Est. Return 24.35%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+24.35%
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
+$447K
2
+$370K
3
+$369K
4
PYPL icon
PayPal
PYPL
+$344K
5
KMX icon
CarMax
KMX
+$330K

Top Sells

1
+$1.15M
2
+$890K
3
+$840K
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$630K
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
101
$220K 0.24%
3,024
102
$212K 0.23%
9,522
-280
103
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104
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-7,050
105
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106
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107
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109
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110
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-5,939
114
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