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
$135M
AUM Growth
+$9.23M
(+7.3%)
Holding
76
Top Buys
| 1 | +$310K | |
| 2 | +$291K | |
| 3 | +$252K | |
| 4 |
iShares Russell 1000 Value ETF
IWD
|
+$245K |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$219K |
Top Sells
| 1 | +$317K | |
| 2 | +$297K | |
| 3 | +$202K | |
| 4 |
Philip Morris
PM
|
+$201K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
76
Southern Company
SO
$109B
| – | – |
-2,204
|
|