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
$118M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$973K
2
+$812K
3
+$638K
4
MSFT icon
Microsoft
MSFT
+$406K
5
AMZN icon
Amazon
AMZN
+$347K

Top Sells

1
+$1.1M
2
+$413K
3
+$131K
4
ITB icon
iShares US Home Construction ETF
ITB
+$109K
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$93.2K

Sector Composition

1 Financials 13.81%
2 Technology 7.41%
3 Communication Services 2.81%
4 Consumer Discretionary 1.36%
5 Healthcare 0.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.2M 12.02%
78,980
+1,009
2
$9.55M 8.11%
161,763
+4,691
3
$8.12M 6.9%
358,995
+3,822
4
$6.36M 5.4%
13,817
+1,765
5
$6.28M 5.33%
31,704
+151
6
$5.87M 4.99%
50,174
+783
7
$5.3M 4.51%
85,096
+874
8
$5.28M 4.49%
13,765
+19
9
$3.78M 3.21%
41,421
+249
10
$3.34M 2.84%
27,539
+438
11
$3.07M 2.61%
52,745
+708
12
$2.97M 2.53%
29,527
+839
13
$2.76M 2.35%
4
14
$2.28M 1.94%
80,880
+1,410
15
$2.12M 1.8%
9,080
+800
16
$2.07M 1.76%
16,563
+126
17
$1.92M 1.63%
6,765
-461
18
$1.89M 1.61%
4,403
+943
19
$1.47M 1.25%
2,561
+350
20
$1.31M 1.12%
5,534
+75
21
$1.31M 1.11%
7,907
+1,270
22
$1.3M 1.11%
707
+1
23
$1.28M 1.09%
4,730
+14
24
$1.09M 0.92%
20,486
+377
25
$1.06M 0.9%
5,690
+1,861
1
2 3