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
$121M
AUM Growth
+$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$697K
3
+$508K
4
IAT icon
iShares US Regional Banks ETF
IAT
+$366K
5
IYF icon
iShares US Financials ETF
IYF
+$359K

Top Sells

1
+$952K
2
+$297K
3
+$248K
4
IQV icon
IQVIA
IQV
+$246K
5
SO icon
Southern Company
SO
+$206K

Sector Composition

1 Financials 13.72%
2 Technology 8.83%
3 Communication Services 2.89%
4 Consumer Discretionary 1.68%
5 Healthcare 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.2M 0.99%
2,035
+358
27
$1.15M 0.95%
21,289
+803
28
$1.04M 0.86%
6,700
+23
29
$1.01M 0.84%
7,038
-528
30
$974K 0.8%
9,730
-725
31
$941K 0.78%
41,450
+170
32
$902K 0.74%
7,136
-503
33
$890K 0.73%
6,123
-458
34
$884K 0.73%
6,622
-490
35
$841K 0.69%
3,185
+247
36
$838K 0.69%
2,074
+29
37
$794K 0.65%
1,977
+2
38
$785K 0.65%
17,851
+72
39
$780K 0.64%
3,073
+91
40
$773K 0.64%
7,473
-570
41
$751K 0.62%
17,877
+204
42
$697K 0.57%
+28,258
43
$530K 0.44%
10,459
-262
44
$511K 0.42%
12,630
+956
45
$487K 0.4%
1,457
+33
46
$457K 0.38%
1,446
+23
47
$434K 0.36%
741
-4
48
$404K 0.33%
908
-257
49
$399K 0.33%
1,079
+18
50
$388K 0.32%
4,849
-129
1
2
3