MCWA
Meadow Creek Wealth Advisors Portfolio holdings
AUM
$148M
This Quarter Return
-1.47%
1 Year Return
+17.4%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$92.1M
AUM Growth
+$92.1M
(-13%)
Cap. Flow
-$11.5M
Cap. Flow
% of AUM
-12.5%
Top 10 Holdings %
Top 10 Hldgs %
49.86%
Holding
125
New
4
Increased
28
Reduced
58
Closed
23
Top Buys
| 1 |
Best Buy
BBY
|
$410K |
| 2 |
S&P Global
SPGI
|
$372K |
| 3 |
Target
TGT
|
$363K |
| 4 |
PayPal
PYPL
|
$299K |
| 5 |
CarMax
KMX
|
$296K |
Top Sells
| 1 |
Oracle
ORCL
|
$1.15M |
| 2 |
Microsoft
MSFT
|
$912K |
| 3 |
Apple
AAPL
|
$872K |
| 4 |
Schwab US Dividend Equity ETF
SCHD
|
$632K |
| 5 |
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% |
