MWA
Muirfield Wealth Advisors Portfolio holdings
AUM
$136M
1-Year Est. Return
14.77%
This Fund
S&P 500
1 Year Est. Return
+14.77%
AUM
$136M
AUM Growth
-$379K
(-0.28%)
Holding
84
Top Buys
| 1 | +$877K | |
| 2 | +$838K | |
| 3 | +$578K | |
| 4 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$433K |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
+$426K |
Top Sells
| 1 | +$857K | |
| 2 | +$829K | |
| 3 | +$282K | |
| 4 |
iShares Silver Trust
SLV
|
+$221K |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$219K |
Sector Composition
| 1 | Financials | 13.85% |
| 2 | Technology | 7.58% |
| 3 | Communication Services | 3.47% |
| 4 | Consumer Discretionary | 1.62% |
| 5 | Industrials | 0.9% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Becton Dickinson
BDX
$40.1B
| $213K | 0.16% |
+1,357
|
|
||
77
Novartis
NVS
$274B
| $209K | 0.15% |
+1,371
|
|
||
78
Cigna
CI
$71.6B
| $209K | 0.15% |
+784
|
|
||
79
JPMorgan Ultra-Short Income ETF
JPST
$38.2B
| $206K | 0.15% |
4,071
-137
|
|
||
80
SPDR Gold Trust
GLD
$147B
| $203K | 0.15% |
+472
|
|
||
81
Adobe
ADBE
$104B
| – | – |
-806
|
|
||
82
iShares Expanded Tech-Software Sector ETF
IGV
$16.1B
| – | – |
-7,845
|
|
||
83
iShares US Consumer Discretionary ETF
IYC
$1.17B
| – | – |
-8,305
|
|
||
84
3M
MMM
$79.1B
| – | – |
-1,305
|
|