MWA
Muirfield Wealth Advisors Portfolio holdings
AUM
$136M
1-Year Est. Return
14.83%
This Fund
S&P 500
1 Year Est. Return
+14.83%
AUM
$136M
AUM Growth
+$1.42M
(+1.1%)
Holding
80
Top Buys
| 1 | +$2.94M | |
| 2 | +$886K | |
| 3 | +$338K | |
| 4 |
Wells Fargo
WFC
|
+$257K |
| 5 |
Applied Materials
AMAT
|
+$255K |
Top Sells
| 1 | +$3.02M | |
| 2 | +$589K | |
| 3 | +$403K | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$384K |
| 5 |
NVIDIA
NVDA
|
+$365K |
Sector Composition
| 1 | Financials | 14.92% |
| 2 | Technology | 8.37% |
| 3 | Communication Services | 3.44% |
| 4 | Consumer Discretionary | 1.69% |
| 5 | Industrials | 0.99% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Berkshire Hathaway Class A
BRK.A
$1.08T
| – | – |
-4
|
|
||
77
Cigna
CI
$74.1B
| – | – |
-1,047
|
|
||
78
iShares US Insurance ETF
IAK
$420M
| – | – |
-4,393
|
|
||
79
iShares Russell 1000 Value ETF
IWD
$69.4B
| – | – |
-1,232
|
|
||
80
Truist Financial
TFC
$61.2B
| – | – |
-5,665
|
|