MWA

Muirfield Wealth Advisors Portfolio holdings

AUM $136M
1-Year Est. Return 14.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
+$9.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$310K
2
+$291K
3
+$252K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$245K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$219K

Top Sells

1
+$317K
2
+$297K
3
+$202K
4
PM icon
Philip Morris
PM
+$201K
5
VHT icon
Vanguard Health Care ETF
VHT
+$110K

Sector Composition

1 Financials 14.44%
2 Technology 8.9%
3 Communication Services 3.48%
4 Consumer Discretionary 1.93%
5 Industrials 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.23M 0.91%
5,601
+183
27
$1.17M 0.87%
6,767
+22
28
$1.14M 0.84%
12,805
+3
29
$1.08M 0.8%
9,232
+1,308
30
$981K 0.73%
1,466
31
$944K 0.7%
12,852
+48
32
$939K 0.7%
18,210
-33
33
$909K 0.67%
2,045
-72
34
$873K 0.65%
31,190
+158
35
$827K 0.61%
9,231
+61
36
$809K 0.6%
17,389
+237
37
$803K 0.6%
31,248
+90
38
$788K 0.58%
21,706
+47
39
$758K 0.56%
3,623
+13
40
$712K 0.53%
4,028
+2
41
$693K 0.51%
9,517
+642
42
$681K 0.5%
5,918
43
$662K 0.49%
6,314
+7
44
$640K 0.47%
4,384
+10
45
$589K 0.44%
4,393
+17
46
$575K 0.43%
11,330
+292
47
$547K 0.41%
12,266
+122
48
$518K 0.38%
1,643
+57
49
$501K 0.37%
1,467
+3
50
$487K 0.36%
1,153
+68
1
2
3 4