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
$106M
AUM Growth
-$38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
138
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$811K
3
+$598K
4
NVDA icon
NVIDIA
NVDA
+$356K
5
TJX icon
TJX Companies
TJX
+$280K

Top Sells

1
+$18.8M
2
+$4.29M
3
+$2.03M
4
AAPL icon
Apple
AAPL
+$1.96M
5
CMG icon
Chipotle Mexican Grill
CMG
+$1.78M

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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-644
127
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-4,057
128
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-5,665
129
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-3,958
130
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-3,073
131
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-1,010
132
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-2,162
133
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-7,722
134
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-7,757
135
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-6,090
136
– –
-17,327
137
– –
-8,850
138
– –
-10,757
2 3 4 5
6