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
1
$8.91M 8.42%
139,941
-295,919
2
$7.22M 6.82%
13,185
+3,602
3
$5.31M 5.02%
42,974
+2,884
4
$5.12M 4.84%
11,453
+566
5
$4.02M 3.8%
19,077
-9,291
6
$3.69M 3.49%
65,064
+10,546
7
$2.77M 2.62%
17,270
+1,070
8
$2.42M 2.29%
11,957
+573
9
$2.12M 2.01%
10,990
+924
10
$2.02M 1.91%
5,879
-3,804
11
$2.01M 1.9%
12,206
-74
12
$1.82M 1.73%
20,333
+1,518
13
$1.76M 1.67%
26,025
+666
14
$1.74M 1.64%
1,921
-2,240
15
$1.63M 1.54%
13,126
+414
16
$1.6M 1.51%
5,097
-281
17
$1.58M 1.49%
9,559
+419
18
$1.55M 1.47%
8,506
-112
19
$1.5M 1.42%
82,462
-56,760
20
$1.43M 1.35%
1,685
+954
21
$1.41M 1.34%
5,385
+165
22
$1.4M 1.33%
2,783
-2,601
23
$1.2M 1.13%
2,355
+141
24
$1.13M 1.06%
9,781
+2,288
25
$1.05M 0.99%
4,123
+121
1
2 3 4 5