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
$75.6M
AUM Growth
-$5.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$779K
2
+$434K
3
+$434K
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$355K
5
MCD icon
McDonald's
MCD
+$245K

Top Sells

1
+$350K
2
+$321K
3
+$303K
4
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$251K
5
RSPD icon
Invesco S&P 500 Equal Weight Consumer Discretionary ETF
RSPD
+$251K

Sector Composition

1 Consumer Staples 36.63%
2 Technology 13.61%
3 Financials 8.84%
4 Healthcare 8.64%
5 Consumer Discretionary 7.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-1,558
102
– –
-1,424
103
– –
-4,753
104
– –
-10,199
1 2 3 4
5