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
$135M
AUM Growth
+$9.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$302K
2
+$293K
3
+$259K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$254K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$251K

Top Sells

1
+$358K
2
+$297K
3
+$202K
4
PM icon
Philip Morris
PM
+$201K
5
VHT icon
Vanguard Health Care ETF
VHT
+$114K

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
VCSH icon
51
Vanguard Short-Term Corporate Bond ETF
VCSH
$39.9B
$467K 0.35%
5,837
+545
VHT icon
52
Vanguard Health Care ETF
VHT
$17.3B
$433K 0.32%
1,667
-438
DUK icon
53
Duke Energy
DUK
$92.3B
$405K 0.3%
3,272
-92
VNLA icon
54
Janus Henderson Short Duration Income ETF
VNLA
$2.82B
$400K 0.3%
8,124
+2,101
SPY icon
55
SPDR S&P 500 ETF Trust
SPY
$701B
$398K 0.29%
597
+2
QCOM icon
56
Qualcomm
QCOM
$187B
$364K 0.27%
2,190
+69
T icon
57
AT&T
T
$180B
$360K 0.27%
12,746
+126
CRM icon
58
Salesforce
CRM
$235B
$309K 0.23%
1,303
-150
CI icon
59
Cigna
CI
$71.9B
$302K 0.22%
+1,047
ADBE icon
60
Adobe
ADBE
$137B
$284K 0.21%
806
-4
PG icon
61
Procter & Gamble
PG
$340B
$271K 0.2%
1,762
+62
VZ icon
62
Verizon
VZ
$174B
$262K 0.19%
5,956
+92
VEA icon
63
Vanguard FTSE Developed Markets ETF
VEA
$187B
$259K 0.19%
+4,325
TFC icon
64
Truist Financial
TFC
$61.1B
$259K 0.19%
5,665
+62
GOOG icon
65
Alphabet (Google) Class C
GOOG
$3.83T
$254K 0.19%
+1,043
CW icon
66
Curtiss-Wright
CW
$20.3B
$252K 0.19%
464
+1
IWD icon
67
iShares Russell 1000 Value ETF
IWD
$68.2B
$251K 0.19%
+1,232
BKNG icon
68
Booking.com
BKNG
$163B
$235K 0.17%
44
+4
TJX icon
69
TJX Companies
TJX
$167B
$232K 0.17%
+1,602
SCHW icon
70
Charles Schwab
SCHW
$169B
$224K 0.17%
2,348
+82
UNP icon
71
Union Pacific
UNP
$141B
$223K 0.17%
941
-173
JPST icon
72
JPMorgan Ultra-Short Income ETF
JPST
$35B
$217K 0.16%
4,274
-52
MMM icon
73
3M
MMM
$90.2B
$202K 0.15%
+1,300
MRK icon
74
Merck
MRK
$253B
– –
-3,746
PM icon
75
Philip Morris
PM
$229B
– –
-1,104
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3
4