MWA
Muirfield Wealth Advisors Portfolio holdings
AUM
$126M
1-Year Return
14.56%
This Quarter Return
+7.52%
1 Year Return
+14.56%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$126M
AUM Growth
+$7.88M
(+6.7%)
Cap. Flow
+$511K
Cap. Flow
% of AUM
0.41%
Top 10 Holdings %
Top 10 Hldgs %
53.43%
Holding
76
New
8
Increased
35
Reduced
24
Closed
6
Top Buys
| 1 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
$5.39M |
| 2 |
Vanguard Growth ETF
VUG
|
$1.25M |
| 3 |
Pacer US Large Cap Cash Cows Growth Leaders ETF
COWG
|
$760K |
| 4 |
iShares Gold Trust
IAU
|
$553K |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$457K |
Top Sells
| 1 |
Schwab US Large- Cap ETF
SCHX
|
$3.73M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$2.58M |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$1.89M |
| 4 |
iShares US Regional Banks ETF
IAT
|
$338K |
| 5 |
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
76
UnitedHealth
UNH
$281B
| – | – |
-597
| Closed | -$313K |
|