MWA

Muirfield Wealth Advisors Portfolio holdings

AUM $135M
1-Year Est. Return 13.94%
This Quarter Est. Return
1 Year Est. Return
+13.94%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$118M
AUM Growth
-$3.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1.89M
2
+$634K
3
+$610K
4
SO icon
Southern Company
SO
+$213K
5
VB icon
Vanguard Small-Cap ETF
VB
+$104K

Top Sells

1
+$773K
2
+$352K
3
+$326K
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$304K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$266K

Sector Composition

1 Financials 15.51%
2 Technology 7.84%
3 Communication Services 2.81%
4 Consumer Discretionary 1.35%
5 Healthcare 0.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$396K 0.34%
1,477
+20
52
$370K 0.31%
1,507
+14
53
$364K 0.31%
1,082
+3
54
$353K 0.3%
12,494
+144
55
$338K 0.29%
881
-27
56
$338K 0.29%
7,240
-22
57
$333K 0.28%
3,710
+29
58
$326K 0.28%
2,122
+10
59
$313K 0.27%
597
-140
60
$295K 0.25%
2,615
-629
61
$290K 0.25%
1,700
62
$263K 0.22%
1,113
+17
63
$262K 0.22%
5,775
+46
64
$239K 0.2%
5,514
+318
65
$237K 0.2%
1,071
+46
66
$228K 0.19%
5,530
+62
67
$213K 0.18%
+2,320
68
$205K 0.17%
4,040
+65
69
– –
-7,473
1 2
3