MCWA
Meadow Creek Wealth Advisors Portfolio holdings
AUM
$148M
This Quarter Return
-0.98%
1 Year Return
+17.4%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$134M
AUM Growth
+$134M
(-3.5%)
Cap. Flow
-$1.51M
Cap. Flow
% of AUM
-1.13%
Top 10 Holdings %
Top 10 Hldgs %
43.8%
Holding
142
New
5
Increased
68
Reduced
46
Closed
10
Top Buys
| 1 |
iShares Core S&P 500 ETF
IVV
|
$315K |
| 2 |
ConocoPhillips
COP
|
$265K |
| 3 |
Visa
V
|
$257K |
| 4 |
JPMorgan Equity Premium Income ETF
JEPI
|
$228K |
| 5 |
General Dynamics
GD
|
$218K |
Top Sells
| 1 |
Bank of America
BAC
|
$713K |
| 2 |
Apple
AAPL
|
$411K |
| 3 |
PayPal
PYPL
|
$315K |
| 4 |
NVIDIA
NVDA
|
$290K |
| 5 |
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% |
