MCWA

Meadow Creek Wealth Advisors Portfolio holdings

AUM $156M
1-Year Est. Return 19.75%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$744K
3
+$597K
4
NVDA icon
NVIDIA
NVDA
+$292K
5
XOM icon
Exxon Mobil
XOM
+$266K

Top Sells

1
+$18.3M
2
+$4.29M
3
+$1.79M
4
CMG icon
Chipotle Mexican Grill
CMG
+$1.78M
5
AAPL icon
Apple
AAPL
+$1.73M

Sector Composition

1 Technology 23.44%
2 Consumer Staples 14.05%
3 Healthcare 9.44%
4 Financials 8.96%
5 Industrials 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
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127
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128
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129
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-1,624
130
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131
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132
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-5,665
133
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-3,958
134
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135
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-1,010
136
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137
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-7,722
138
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-7,757
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6