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
$121M
AUM Growth
+$3.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1.23M
2
+$697K
3
+$508K
4
IAT icon
iShares US Regional Banks ETF
IAT
+$366K
5
IYF icon
iShares US Financials ETF
IYF
+$359K

Top Sells

1
+$952K
2
+$297K
3
+$248K
4
IQV icon
IQVIA
IQV
+$246K
5
SO icon
Southern Company
SO
+$206K

Sector Composition

1 Financials 13.72%
2 Technology 8.83%
3 Communication Services 2.89%
4 Consumer Discretionary 1.68%
5 Healthcare 0.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$373K 0.31%
737
+300
52
$366K 0.3%
3,681
+26
53
$366K 0.3%
+7,262
54
$359K 0.3%
+3,244
55
$358K 0.3%
1,493
-112
56
$355K 0.29%
3,295
-12
57
$324K 0.27%
2,112
-64
58
$324K 0.27%
+4,157
59
$285K 0.23%
+1,700
60
$281K 0.23%
12,350
+151
61
$250K 0.21%
+1,096
62
$237K 0.2%
5,468
+59
63
$229K 0.19%
5,729
+20
64
$215K 0.18%
+5,196
65
$211K 0.17%
+1,025
66
$200K 0.17%
3,975
-455
67
– –
-1,038
68
– –
-33,504
69
– –
-2,282
1 2
3