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
$144M
AUM Growth
+$40.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1
+$4.29M
2
+$1.83M
3
+$1.78M
4
LLY icon
Eli Lilly
LLY
+$1.71M
5
GS icon
Goldman Sachs
GS
+$1.69M

Top Sells

1
+$258K
2
+$209K
3
+$66.6K
4
TDG icon
TransDigm Group
TDG
+$49.2K
5
FTLS icon
First Trust Long/Short Equity ETF
FTLS
+$47.4K

Sector Composition

1 Consumer Staples 23.29%
2 Technology 19.63%
3 Financials 9.9%
4 Healthcare 8.24%
5 Consumer Discretionary 8.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$333K 0.23%
+2,649
102
$323K 0.22%
1,894
+15
103
$322K 0.22%
5,945
+1,616
104
$308K 0.21%
441
-5
105
$299K 0.21%
+95
106
$295K 0.21%
+2,598
107
$282K 0.2%
4,868
+8
108
$277K 0.19%
1,118
+31
109
$268K 0.19%
2,661
-15
110
$265K 0.18%
2,741
-222
111
$263K 0.18%
6,090
-207
112
$262K 0.18%
1,037
+10
113
$257K 0.18%
555
+65
114
$257K 0.18%
+1,010
115
$254K 0.18%
1,192
-104
116
$252K 0.18%
+755
117
$250K 0.17%
+1,624
118
$249K 0.17%
+717
119
$248K 0.17%
715
+35
120
$239K 0.17%
1,254
+6
121
$239K 0.17%
+445
122
$231K 0.16%
483
-35
123
$226K 0.16%
+644
124
$224K 0.16%
3,305
+190
125
$223K 0.16%
5,665
+40
2 3 4
5
6