MWA

Muirfield Wealth Advisors Portfolio holdings

AUM $136M
1-Year Est. Return 14.83%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.83%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$126M
AUM Growth
+$7.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$5.32M
2
+$1.13M
3
+$711K
4
IAU icon
iShares Gold Trust
IAU
+$550K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$432K

Top Sells

1
+$3.45M
2
+$2.58M
3
+$1.89M
4
IAT icon
iShares US Regional Banks ETF
IAT
+$338K
5
UNH icon
UnitedHealth
UNH
+$313K

Sector Composition

1 Financials 14.75%
2 Technology 8.56%
3 Communication Services 3.11%
4 Consumer Discretionary 1.67%
5 Industrials 0.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$460K 0.37%
1,586
+79
52
$421K 0.33%
5,292
-100
53
$397K 0.32%
3,364
+41
54
$396K 0.32%
1,453
-24
55
$368K 0.29%
595
-148
56
$365K 0.29%
12,620
+126
57
$338K 0.27%
2,121
-1
58
$313K 0.25%
810
-71
59
$297K 0.24%
3,746
+36
60
$296K 0.24%
+6,023
61
$271K 0.22%
1,700
62
$256K 0.2%
1,114
+1
63
$254K 0.2%
5,864
+89
64
$241K 0.19%
5,603
+73
65
$234K 0.19%
+40
66
$226K 0.18%
+463
67
$219K 0.17%
4,326
+286
68
$207K 0.16%
+2,266
69
$202K 0.16%
2,204
-116
70
$201K 0.16%
+1,104
71
– –
-5,514
72
– –
-1,071
73
– –
-7,240
74
– –
-2,615
75
– –
-597
1 2
3
4