MCWA
Meadow Creek Wealth Advisors Portfolio holdings
AUM
$151M
1-Year Est. Return
16.76%
1 Year Est. Return
+16.76%
AUM
$151M
AUM Growth
+$2.54M
(+1.7%)
Holding
152
Top Buys
| 1 | +$4.25M | |
| 2 | +$343K | |
| 3 | +$268K | |
| 4 |
Apple
AAPL
|
+$266K |
| 5 |
Cummins
CMI
|
+$252K |
Top Sells
| 1 | +$4.51M | |
| 2 | +$409K | |
| 3 | +$368K | |
| 4 |
Progressive
PGR
|
+$357K |
| 5 |
Spotify
SPOT
|
+$348K |
Sector Composition
| 1 | Technology | 22.37% |
| 2 | Consumer Discretionary | 12% |
| 3 | Consumer Staples | 10.9% |
| 4 | Financials | 9.9% |
| 5 | Healthcare | 7.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Schwab US Dividend Equity ETF
SCHD
$71.5B
| – | – |
-12,952
|
|
||
152
Charles Schwab
SCHW
$169B
| – | – |
-2,653
|
|