MCWA

Meadow Creek Wealth Advisors Portfolio holdings

AUM $151M
1-Year Est. Return 16.76%
This Quarter Est. Return
1 Year Est. Return
+16.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$134M
AUM Growth
-$4.89M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
142
New
Increased
Reduced
Closed

Top Buys

1
+$315K
2
+$265K
3
+$257K
4
JEPI icon
JPMorgan Equity Premium Income ETF
JEPI
+$228K
5
GD icon
General Dynamics
GD
+$218K

Top Sells

1
+$713K
2
+$411K
3
+$315K
4
NVDA icon
NVIDIA
NVDA
+$290K
5
TSM icon
TSMC
TSM
+$263K

Sector Composition

1 Technology 17.65%
2 Consumer Discretionary 14.52%
3 Consumer Staples 12.7%
4 Financials 10.47%
5 Healthcare 7.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$290K 0.22%
2,507
-452
102
$277K 0.21%
504
-56
103
$275K 0.21%
291
104
$274K 0.2%
407
-99
105
$271K 0.2%
530
+59
106
$268K 0.2%
1,176
-18
107
$267K 0.2%
3,928
+22
108
$266K 0.2%
1,092
+4
109
$266K 0.2%
1,161
+59
110
$265K 0.2%
+2,528
111
$264K 0.2%
3,683
-9
112
$264K 0.2%
765
113
$252K 0.19%
415
+11
114
$251K 0.19%
4,430
+14
115
$249K 0.19%
3,392
+10
116
$248K 0.19%
4,149
+161
117
$247K 0.18%
1,173
+14
118
$243K 0.18%
3,032
+256
119
$237K 0.18%
2,402
+48
120
$235K 0.18%
1,475
+150
121
$235K 0.18%
2,134
+209
122
$232K 0.17%
664
123
$227K 0.17%
728
+9
124
$224K 0.17%
607
125
$220K 0.16%
943
2 3 4
5
6