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
$107M
AUM Growth
+$2.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
62
New
Increased
Reduced
Closed

Top Buys

1
+$918K
2
+$522K
3
+$377K
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$203K
5
VGSH icon
Vanguard Short-Term Treasury ETF
VGSH
+$174K

Top Sells

1
+$951K
2
+$473K
3
+$402K
4
IQV icon
IQVIA
IQV
+$211K
5
CMCSA icon
Comcast
CMCSA
+$211K

Sector Composition

1 Financials 12.72%
2 Technology 7.44%
3 Communication Services 2.61%
4 Consumer Discretionary 1.06%
5 Healthcare 0.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$309K 0.29%
939
+37
52
$296K 0.28%
5,816
+1,689
53
$283K 0.27%
1,100
+68
54
$253K 0.24%
1,251
+63
55
$232K 0.22%
5,617
+20
56
$230K 0.22%
12,026
+112
57
$227K 0.21%
865
+36
58
$208K 0.2%
5,346
+73
59
$203K 0.19%
+4,027
60
– –
-4,863
61
– –
-40,216
62
– –
-836
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3