MWA

Muirfield Wealth Advisors Portfolio holdings

AUM $126M
1-Year Est. Return 14.56%
This Quarter Est. Return
1 Year Est. Return
+14.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94.4M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$8.91M
3
+$6.7M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$5.4M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.2M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.59%
2 Technology 6.31%
3 Communication Services 2.22%
4 Consumer Discretionary 1.04%
5 Healthcare 0.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$249K 0.26%
+4,922
52
$224K 0.24%
+470
53
$219K 0.23%
+899
54
$215K 0.23%
+827
55
$211K 0.22%
+5,604
56
$209K 0.22%
+5,650
57
$205K 0.22%
+4,246
58
$199K 0.21%
+11,877
1 2
3