MWA
Muirfield Wealth Advisors Portfolio holdings
AUM
$126M
This Quarter Return
+10.35%
1 Year Return
+14.56%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$94.4M
AUM Growth
–
Cap. Flow
+$94.4M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
60.05%
Holding
58
New
58
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$11.3M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$8.91M |
| 3 |
Schwab US Large- Cap ETF
SCHX
|
$6.7M |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$5.4M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$5.2M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 12.59% |
| 2 | Technology | 6.31% |
| 3 | Communication Services | 2.22% |
| 4 | Consumer Discretionary | 1.04% |
| 5 | Healthcare | 0.41% |
