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
$81.3M
AUM Growth
-$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$274K
3
+$212K
4
AAPL icon
Apple
AAPL
+$122K
5
JNJ icon
Johnson & Johnson
JNJ
+$95.1K

Top Sells

1
+$363K
2
+$253K
3
+$237K
4
EW icon
Edwards Lifesciences
EW
+$232K
5
COST icon
Costco
COST
+$226K

Sector Composition

1 Consumer Staples 37.61%
2 Technology 12.98%
3 Financials 8.79%
4 Healthcare 8.56%
5 Consumer Discretionary 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-9,522
102
– –
-3,490
103
– –
-3,024
104
– –
-3,137
1 2 3 4
5