MWA

Muirfield Wealth Advisors Portfolio holdings

AUM $136M
1-Year Est. Return 14.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$7.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$5.32M
2
+$1.13M
3
+$711K
4
IAU icon
iShares Gold Trust
IAU
+$550K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$432K

Top Sells

1
+$3.45M
2
+$2.58M
3
+$1.89M
4
IAT icon
iShares US Regional Banks ETF
IAT
+$338K
5
UNH icon
UnitedHealth
UNH
+$313K

Sector Composition

1 Financials 14.75%
2 Technology 8.56%
3 Communication Services 3.11%
4 Consumer Discretionary 1.67%
5 Industrials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.19M 0.95%
5,418
-27
27
$1.07M 0.85%
12,802
-3,728
28
$1.03M 0.82%
6,745
+24
29
$910K 0.72%
1,466
-96
30
$896K 0.71%
3,201
+2
31
$863K 0.69%
18,243
+276
32
$847K 0.67%
31,032
+3,137
33
$841K 0.67%
1,981
+2
34
$826K 0.66%
9,170
+4,061
35
$767K 0.61%
17,152
-955
36
$760K 0.61%
+21,659
37
$742K 0.59%
31,158
-9,677
38
$681K 0.54%
3,610
-528
39
$681K 0.54%
4,026
-498
40
$672K 0.54%
2,117
41
$648K 0.52%
5,918
-1,025
42
$628K 0.5%
6,307
-872
43
$622K 0.5%
4,374
-477
44
$588K 0.47%
4,376
-395
45
$560K 0.45%
11,038
+736
46
$553K 0.44%
+8,875
47
$523K 0.42%
2,105
-142
48
$520K 0.41%
1,464
+81
49
$517K 0.41%
12,144
-257
50
$474K 0.38%
1,085
+3
1
2
3 4