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
$103M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$25.7M
2
+$4.59M
3
+$4M
4
AAPL icon
Apple
AAPL
+$3.4M
5
HD icon
Home Depot
HD
+$3.39M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 28.72%
2 Technology 16.54%
3 Financials 8.39%
4 Healthcare 7.7%
5 Consumer Discretionary 6.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$25.7M 25%
+436,045
2
$4.59M 4.47%
+9,619
3
$4M 3.89%
+10,630
4
$3.4M 3.31%
+17,677
5
$3.39M 3.29%
+9,768
6
$2.93M 2.86%
+53,374
7
$2.44M 2.38%
+139,512
8
$1.94M 1.89%
+39,260
9
$1.83M 1.78%
+11,568
10
$1.8M 1.75%
+16,140
11
$1.75M 1.7%
+10,275
12
$1.66M 1.61%
+18,454
13
$1.36M 1.33%
+8,974
14
$1.33M 1.29%
+25,269
15
$1.32M 1.28%
+5,470
16
$1.3M 1.26%
+8,860
17
$1.23M 1.2%
+11,321
18
$1.21M 1.17%
+7,690
19
$1.14M 1.11%
+1,959
20
$1.06M 1.03%
+4,082
21
$938K 0.91%
+6,718
22
$923K 0.9%
+1,754
23
$916K 0.89%
+3,091
24
$909K 0.88%
+4,023
25
$902K 0.88%
+16,280
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