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
$104M
AUM Growth
+$9.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$934K
2
+$527K
3
+$253K
4
JPM icon
JPMorgan Chase
JPM
+$238K
5
IEZ icon
iShares US Oil Equipment & Services ETF
IEZ
+$231K

Top Sells

1
+$717K
2
+$249K
3
+$205K
4
ITB icon
iShares US Home Construction ETF
ITB
+$202K
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$182K

Sector Composition

1 Financials 13.1%
2 Technology 6.92%
3 Communication Services 2.62%
4 Consumer Discretionary 0.93%
5 Healthcare 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$285K 0.27%
3,740
+12
52
$271K 0.26%
902
+3
53
$238K 0.23%
+1,188
54
$235K 0.23%
5,597
-7
55
$231K 0.22%
829
+2
56
$211K 0.2%
+836
57
$211K 0.2%
+4,863
58
$210K 0.2%
11,914
+37
59
$209K 0.2%
+4,127
60
$206K 0.2%
5,273
-377
61
– –
-4,922
62
– –
-18,383
63
– –
-4,246
1 2
3