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
$118M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$973K
2
+$812K
3
+$638K
4
MSFT icon
Microsoft
MSFT
+$406K
5
AMZN icon
Amazon
AMZN
+$347K

Top Sells

1
+$1.1M
2
+$413K
3
+$131K
4
ITB icon
iShares US Home Construction ETF
ITB
+$109K
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$93.2K

Sector Composition

1 Financials 13.81%
2 Technology 7.41%
3 Communication Services 2.81%
4 Consumer Discretionary 1.36%
5 Healthcare 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.02M 0.87%
12,302
+7,662
27
$1.02M 0.87%
8,043
-859
28
$986K 0.84%
7,639
-702
29
$985K 0.84%
6,581
-623
30
$973K 0.83%
+7,566
31
$967K 0.82%
1,677
-136
32
$952K 0.81%
33,504
-1,028
33
$951K 0.81%
7,112
-517
34
$934K 0.79%
10,455
-603
35
$915K 0.78%
41,280
+306
36
$842K 0.72%
2,982
+11
37
$818K 0.69%
6,677
+25
38
$775K 0.66%
2,938
+69
39
$755K 0.64%
17,673
+195
40
$741K 0.63%
1,975
+3
41
$705K 0.6%
17,779
+1,294
42
$603K 0.51%
1,165
+105
43
$545K 0.46%
10,721
+4,905
44
$535K 0.45%
2,045
+98
45
$481K 0.41%
11,674
+143
46
$439K 0.37%
4,978
-43
47
$427K 0.36%
745
+148
48
$415K 0.35%
3,655
+22
49
$413K 0.35%
1,061
+122
50
$391K 0.33%
1,423
+558
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