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
$104M
AUM Growth
+$9.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$934K
2
+$527K
3
+$253K
4
JPM icon
JPMorgan Chase
JPM
+$238K
5
IEZ icon
iShares US Oil Equipment & Services ETF
IEZ
+$231K

Top Sells

1
+$717K
2
+$249K
3
+$205K
4
ITB icon
iShares US Home Construction ETF
ITB
+$202K
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$182K

Sector Composition

1 Financials 13.1%
2 Technology 6.92%
3 Communication Services 2.62%
4 Consumer Discretionary 0.93%
5 Healthcare 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$975K 0.94%
17,646
+647
27
$955K 0.92%
8,134
-941
28
$951K 0.92%
40,216
+9,773
29
$934K 0.9%
+7,430
30
$929K 0.9%
1,767
+70
31
$928K 0.89%
7,033
+502
32
$918K 0.88%
10,765
-185
33
$852K 0.82%
6,637
+17
34
$851K 0.82%
41,802
-1,887
35
$797K 0.77%
2,948
+936
36
$720K 0.69%
2,881
-81
37
$698K 0.67%
17,069
38
$664K 0.64%
1,970
+346
39
$637K 0.61%
3,532
+151
40
$615K 0.59%
16,231
41
$535K 0.52%
1,060
+90
42
$477K 0.46%
3,612
+24
43
$452K 0.44%
11,615
-471
44
$408K 0.39%
8,119
+76
45
$393K 0.38%
4,821
+183
46
$356K 0.34%
2,104
+10
47
$330K 0.32%
1,875
48
$314K 0.3%
3,245
-180
49
$313K 0.3%
598
+128
50
$311K 0.3%
1,032
1
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