MWA

Muirfield Wealth Advisors Portfolio holdings

AUM $135M
1-Year Est. Return 13.94%
This Quarter Est. Return
1 Year Est. Return
+13.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
-$3.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$634K
3
+$610K
4
SO icon
Southern Company
SO
+$213K
5
VB icon
Vanguard Small-Cap ETF
VB
+$104K

Top Sells

1
+$773K
2
+$352K
3
+$326K
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$304K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$266K

Sector Composition

1 Financials 15.51%
2 Technology 7.84%
3 Communication Services 2.81%
4 Consumer Discretionary 1.35%
5 Healthcare 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.14M 0.97%
21,442
+153
27
$1.04M 0.88%
5,445
-36
28
$934K 0.79%
6,721
+21
29
$879K 0.75%
40,835
-615
30
$878K 0.75%
1,562
-473
31
$827K 0.7%
3,199
+14
32
$790K 0.67%
18,107
+230
33
$750K 0.64%
17,967
+116
34
$722K 0.61%
27,895
-363
35
$715K 0.61%
1,979
+2
36
$658K 0.56%
4,771
-2,365
37
$634K 0.54%
+7,179
38
$634K 0.54%
4,524
-2,514
39
$633K 0.54%
4,138
-1,985
40
$632K 0.54%
4,851
-1,771
41
$618K 0.52%
6,943
-2,787
42
$595K 0.51%
2,247
-826
43
$549K 0.47%
2,117
+43
44
$522K 0.44%
10,302
-157
45
$506K 0.43%
12,401
-229
46
$485K 0.41%
1,383
-63
47
$426K 0.36%
5,392
+1,235
48
$424K 0.36%
5,109
+260
49
$416K 0.35%
743
+2
50
$405K 0.34%
3,323
+28
1
2
3