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
$139M
AUM Growth
+$12.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$630K
3
+$479K
4
PREF icon
Principal Spectrum Preferred Securities Active ETF
PREF
+$437K
5
AAPL icon
Apple
AAPL
+$281K

Top Sells

1
+$490K
2
+$341K
3
+$261K
4
NVDA icon
NVIDIA
NVDA
+$247K
5
V icon
Visa
V
+$237K

Sector Composition

1 Technology 20.68%
2 Consumer Discretionary 14.61%
3 Consumer Staples 11.23%
4 Financials 10.71%
5 Healthcare 7.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$288K 0.21%
506
102
$281K 0.2%
265
+26
103
$273K 0.2%
10,005
104
$269K 0.19%
594
-50
105
$263K 0.19%
1,331
-55
106
$262K 0.19%
2,354
+25
107
$259K 0.19%
3,692
+125
108
$258K 0.19%
3,139
-484
109
$257K 0.19%
404
110
$254K 0.18%
3,988
+226
111
$253K 0.18%
4,416
-73
112
$253K 0.18%
719
-179
113
$251K 0.18%
560
+5
114
$250K 0.18%
1,102
-128
115
$246K 0.18%
472
-15
116
$243K 0.17%
1,925
+20
117
$239K 0.17%
647
-61
118
$236K 0.17%
1,289
-191
119
$233K 0.17%
3,906
+519
120
$233K 0.17%
943
+25
121
$232K 0.17%
+5,244
122
$231K 0.17%
1,088
+152
123
$230K 0.17%
+765
124
$226K 0.16%
664
-43
125
$222K 0.16%
3,382
+40
2 3 4
5
6