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
126
$221K 0.16%
1,246
+10
127
$221K 0.16%
471
-162
128
$220K 0.16%
9,372
129
$219K 0.16%
2,776
-9
130
$219K 0.16%
110
-37
131
$218K 0.16%
+1,262
132
$216K 0.16%
1,159
-45
133
$212K 0.15%
17,425
134
$208K 0.15%
+607
135
$207K 0.15%
+1,876
136
$205K 0.15%
1,042
+5
137
$197K 0.14%
17,093
138
– –
-2,063
139
– –
-537
140
– –
-6,700
2 3 4 5
6