MWA

MFA Wealth Advisors Portfolio holdings

AUM $473M
1-Year Est. Return 18.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$458M
AUM Growth
+$77.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$6.66M
2
+$3.78M
3
+$2.03M
4
V icon
Visa
V
+$946K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$803K

Top Sells

1
+$6.26M
2
+$2.52M
3
+$1.41M
4
USSG icon
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
+$1.18M
5
CRWD icon
CrowdStrike
CRWD
+$1.09M

Sector Composition

1 Technology 5.69%
2 Consumer Discretionary 3.21%
3 Industrials 2.09%
4 Financials 2.08%
5 Energy 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$15.4K ﹤0.01%
+608
227
$15.2K ﹤0.01%
+88
228
$15.2K ﹤0.01%
+111
229
$15.2K ﹤0.01%
+104
230
$14.9K ﹤0.01%
+140
231
$14.8K ﹤0.01%
+66
232
$14.8K ﹤0.01%
+324
233
$13.9K ﹤0.01%
+310
234
$13.7K ﹤0.01%
+184
235
$13.6K ﹤0.01%
+441
236
$13.6K ﹤0.01%
+185
237
$13.5K ﹤0.01%
+43
238
$13.4K ﹤0.01%
+950
239
$13.2K ﹤0.01%
+200
240
$13.2K ﹤0.01%
+408
241
$13K ﹤0.01%
+31
242
$13K ﹤0.01%
+100
243
$12.9K ﹤0.01%
59
-750
244
$12.2K ﹤0.01%
+915
245
$11.9K ﹤0.01%
+3
246
$11.7K ﹤0.01%
+179
247
$11.6K ﹤0.01%
+47
248
$11.6K ﹤0.01%
+359
249
$11.5K ﹤0.01%
+459
250
$11.4K ﹤0.01%
+21
8 9
10
11 12