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
$107M
AUM Growth
+$2.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$918K
2
+$522K
3
+$377K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$203K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$174K

Top Sells

1
+$951K
2
+$473K
3
+$402K
4
IQV icon
IQVIA
IQV
+$211K
5
CMCSA icon
Comcast
CMCSA
+$211K

Sector Composition

1 Financials 12.72%
2 Technology 7.44%
3 Communication Services 2.61%
4 Consumer Discretionary 1.06%
5 Healthcare 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$992K 0.93%
1,813
+46
27
$961K 0.9%
11,058
+293
28
$951K 0.89%
7,204
+171
29
$942K 0.88%
8,341
+207
30
$918K 0.86%
+34,532
31
$911K 0.86%
7,629
+199
32
$900K 0.84%
8,902
+221
33
$859K 0.81%
40,974
-828
34
$822K 0.77%
6,652
+15
35
$790K 0.74%
2,971
+23
36
$740K 0.69%
3,829
+297
37
$719K 0.67%
1,972
+2
38
$695K 0.65%
2,869
-12
39
$693K 0.65%
17,478
+409
40
$656K 0.62%
16,485
+254
41
$589K 0.55%
1,060
42
$450K 0.42%
3,633
+21
43
$446K 0.42%
11,531
-84
44
$420K 0.39%
2,110
+6
45
$413K 0.39%
8,207
+88
46
$408K 0.38%
5,021
+200
47
$385K 0.36%
1,947
+72
48
$362K 0.34%
4,640
+900
49
$328K 0.31%
3,277
+32
50
$325K 0.3%
597
-1
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2
3