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
76
-19,122