MWA

Muirfield Wealth Advisors Portfolio holdings

AUM $136M
1-Year Est. Return 14.77%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.77%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
+$9.23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$310K
2
+$291K
3
+$252K
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$245K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$219K

Top Sells

1
+$317K
2
+$297K
3
+$202K
4
PM icon
Philip Morris
PM
+$201K
5
VHT icon
Vanguard Health Care ETF
VHT
+$110K

Sector Composition

1 Financials 14.44%
2 Technology 8.9%
3 Communication Services 3.48%
4 Consumer Discretionary 1.93%
5 Industrials 0.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$467K 0.35%
5,837
+545
52
$433K 0.32%
1,667
-438
53
$405K 0.3%
3,272
-92
54
$400K 0.3%
8,124
+2,101
55
$398K 0.29%
597
+2
56
$364K 0.27%
2,190
+69
57
$360K 0.27%
12,746
+126
58
$309K 0.23%
1,303
-150
59
$302K 0.22%
+1,047
60
$284K 0.21%
806
-4
61
$271K 0.2%
1,762
+62
62
$262K 0.19%
5,956
+92
63
$259K 0.19%
+4,325
64
$259K 0.19%
5,665
+62
65
$254K 0.19%
+1,043
66
$252K 0.19%
464
+1
67
$251K 0.19%
+1,232
68
$235K 0.17%
1,100
+100
69
$232K 0.17%
+1,602
70
$224K 0.17%
2,348
+82
71
$223K 0.17%
941
-173
72
$217K 0.16%
4,274
-52
73
$202K 0.15%
+1,300
74
– –
-3,746
75
– –
-1,104
1 2
3
4