MWA
Muirfield Wealth Advisors Portfolio holdings
AUM
$126M
This Quarter Return
+10.06%
1 Year Return
+14.56%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$104M
AUM Growth
+$104M
(+10%)
Cap. Flow
+$6.88M
Cap. Flow
% of AUM
6.63%
Top 10 Holdings %
Top 10 Hldgs %
58.85%
Holding
63
New
5
Increased
31
Reduced
19
Closed
3
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$4.15M |
| 2 |
iShares US Industrials ETF
IYJ
|
$934K |
| 3 |
iShares Expanded Tech-Software Sector ETF
IGV
|
$731K |
| 4 |
iShares Semiconductor ETF
SOXX
|
$596K |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$527K |
Top Sells
| 1 |
iShares Gold Trust
IAU
|
$717K |
| 2 |
iShares Floating Rate Bond ETF
FLOT
|
$249K |
| 3 |
Janus Henderson Short Duration Income ETF
VNLA
|
$205K |
| 4 |
iShares US Home Construction ETF
ITB
|
$202K |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
$143K |
Sector Composition
| 1 | Financials | 13.1% |
| 2 | Technology | 6.92% |
| 3 | Communication Services | 2.62% |
| 4 | Consumer Discretionary | 0.93% |
| 5 | Healthcare | 0.66% |
