MWA

MFA Wealth Advisors Portfolio holdings

AUM $426M
1-Year Est. Return 11.29%
This Quarter Est. Return
1 Year Est. Return
+11.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$7.68M
3
+$6.95M
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$5.97M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.93M

Top Sells

1
+$4.21M
2
+$4.16M
3
+$3.55M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.76M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2.25M

Sector Composition

1 Technology 7.75%
2 Financials 3.67%
3 Consumer Discretionary 3.4%
4 Industrials 3.12%
5 Communication Services 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.29K ﹤0.01%
+480
227
$2.09K ﹤0.01%
+176
228
$1.99K ﹤0.01%
+34
229
$1.98K ﹤0.01%
+89
230
$1.89K ﹤0.01%
+16
231
$1.84K ﹤0.01%
+100
232
$1.78K ﹤0.01%
+70
233
$1.76K ﹤0.01%
+18
234
$1.58K ﹤0.01%
+51
235
$1.52K ﹤0.01%
+12
236
$1.48K ﹤0.01%
+11
237
$1.45K ﹤0.01%
+79
238
$1.1K ﹤0.01%
+15
239
$1.02K ﹤0.01%
+144
240
$1.02K ﹤0.01%
+67
241
$989 ﹤0.01%
+88
242
$988 ﹤0.01%
+26
243
$771 ﹤0.01%
+11
244
$695 ﹤0.01%
+30
245
$686 ﹤0.01%
+21
246
$609 ﹤0.01%
+17
247
$487 ﹤0.01%
+26
248
$461 ﹤0.01%
+8
249
$426 ﹤0.01%
20
-100,739
250
$425 ﹤0.01%
+8
7 8 9
10
11