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
$118M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$973K
2
+$812K
3
+$638K
4
MSFT icon
Microsoft
MSFT
+$406K
5
AMZN icon
Amazon
AMZN
+$347K

Top Sells

1
+$1.1M
2
+$413K
3
+$131K
4
ITB icon
iShares US Home Construction ETF
ITB
+$109K
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$93.2K

Sector Composition

1 Financials 13.81%
2 Technology 7.41%
3 Communication Services 2.81%
4 Consumer Discretionary 1.36%
5 Healthcare 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$390K 0.33%
1,424
+324
52
$381K 0.32%
3,307
+30
53
$370K 0.31%
2,176
+66
54
$338K 0.29%
1,605
+354
55
$268K 0.23%
12,199
+173
56
$256K 0.22%
5,709
+92
57
$256K 0.22%
+437
58
$246K 0.21%
+1,038
59
$231K 0.2%
5,409
+63
60
$225K 0.19%
4,430
+403
61
$206K 0.17%
+2,282
62
– –
-4,443
63
– –
-8,207
1 2
3