MWA

Muirfield Wealth Advisors Portfolio holdings

AUM $118M
This Quarter Return
-1.89%
1 Year Return
+8.69%
3 Year Return
5 Year Return
10 Year Return
AUM
$118M
AUM Growth
-$3.56M
Cap. Flow
-$170K
Cap. Flow %
-0.14%
Top 10 Hldgs %
56.17%
Holding
69
New
3
Increased
33
Reduced
29
Closed
1
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$396K0.34% 1,477
+20
+1%
+$5.37K
$370K0.31% 1,507
+14
+0.9%
+$3.43K
$364K0.31% 1,082
+3
+0.3%
+$1.01K
$353K0.3% 12,494
+144
+1%
+$4.07K
$338K0.29% 881
-27
-3%
-$10.4K
$338K0.29% 7,240
-22
-0.3%
-$1.03K
$333K0.28% 3,710
+29
+0.8%
+$2.6K
$326K0.28% 2,122
+10
+0.5%
+$1.54K
$313K0.27% 597
-140
-19%
-$73.4K
$295K0.25% 2,615
-629
-19%
-$71K
$290K0.25% 1,700
$263K0.22% 1,113
+17
+2%
+$4.02K
$262K0.22% 5,775
+46
+0.8%
+$2.09K
$239K0.2% 5,514
+318
+6%
+$13.8K
$237K0.2% 1,071
+46
+4%
+$10.2K
$228K0.19% 5,530
+62
+1%
+$2.55K
$213K0.18%
+2,320
New
+$213K
$205K0.17% 4,040
+65
+2%
+$3.29K
-7,473
Closed
-$773K