MWA

Muirfield Wealth Advisors Portfolio holdings

AUM $126M
1-Year Est. Return 14.56%
This Quarter Est. Return
1 Year Est. Return
+14.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$104M
AUM Growth
+$9.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1 +$934K
2 +$527K
3 +$253K
4
JPM icon
JPMorgan Chase
JPM
+$238K
5
IEZ icon
iShares US Oil Equipment & Services ETF
IEZ
+$231K

Top Sells

1 +$717K
2 +$249K
3 +$205K
4
ITB icon
iShares US Home Construction ETF
ITB
+$202K
5
SOXX icon
iShares Semiconductor ETF
SOXX
+$182K

Sector Composition

1 Financials 13.1%
2 Technology 6.92%
3 Communication Services 2.62%
4 Consumer Discretionary 0.93%
5 Healthcare 0.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$12.7M 12.21%
74,793
+3,110
2
$8.95M 8.62%
154,078
+1,297
3
$7.23M 6.96%
349,392
-6,900
4
$5.78M 5.56%
31,629
-56
5
$5.35M 5.15%
48,384
+329
6
$5.2M 5.01%
85,572
-693
7
$5.04M 4.86%
11,996
-174
8
$4.68M 4.51%
13,607
-101
9
$3.35M 3.23%
40,061
+132
10
$2.84M 2.73%
49,577
+105
11
$2.79M 2.69%
30,930
-190
12
$2.74M 2.64%
27,260
+702
13
$2.54M 2.45%
4
14
$2.15M 2.07%
79,983
-477
15
$1.75M 1.68%
10,190
+22
16
$1.65M 1.59%
16,336
-1,328
17
$1.51M 1.46%
5,816
-20
18
$1.44M 1.39%
3,422
-33
19
$1.25M 1.2%
5,467
-84
20
$1.15M 1.11%
706
+1
21
$1.07M 1.03%
4,702
+13
22
$1.07M 1.03%
2,194
-78
23
$1M 0.97%
8,681
-1,747
24
$996K 0.96%
6,602
+332
25
$985K 0.95%
4,359
-804