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
$103M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1 +$25.7M
2 +$4.59M
3 +$4M
4
AAPL icon
Apple
AAPL
+$3.4M
5
HD icon
Home Depot
HD
+$3.39M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 28.72%
2 Technology 16.54%
3 Financials 8.39%
4 Healthcare 7.7%
5 Consumer Discretionary 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$204K 0.2%
+1,248
102
$203K 0.2%
+5,625
103
$201K 0.2%
+490