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
126
$213K 0.15%
17,425
-3,246
127
$203K 0.14%
+2,836
128
$203K 0.14%
17,093
129
$202K 0.14%
+2,886
130
$82.8K 0.06%
+10,757
131
– –
-2,666
132
– –
-663
2 3 4 5
6