MWA

Muirfield Wealth Advisors Portfolio holdings

AUM $126M
1-Year Est. Return 14.56%
This Quarter Est. Return
1 Year Est. Return
+14.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94.4M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$8.91M
3
+$6.7M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.4M
5
IJR icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$876K 0.93%
+6,270
27
$874K 0.93%
+16,999
28
$827K 0.88%
+6,531
29
$811K 0.86%
+43,689
30
$811K 0.86%
+1,697
31
$804K 0.85%
+2,272
32
$738K 0.78%
+6,620
33
$717K 0.76%
+18,383
34
$689K 0.73%
+2,962
35
$667K 0.71%
+30,443
36
$635K 0.67%
+17,069
37
$579K 0.61%
+970
38
$547K 0.58%
+16,231
39
$514K 0.54%
+3,381
40
$504K 0.53%
+2,012
41
$492K 0.52%
+1,624
42
$466K 0.49%
+1,875
43
$442K 0.47%
+12,086
44
$404K 0.43%
+8,043
45
$391K 0.41%
+3,588
46
$368K 0.39%
+4,638
47
$332K 0.35%
+3,425
48
$303K 0.32%
+2,094
49
$272K 0.29%
+1,032
50
$262K 0.28%
+3,728
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