MWA

MFA Wealth Advisors Portfolio holdings

AUM $458M
1-Year Est. Return 14.05%
This Quarter Est. Return
1 Year Est. Return
+14.05%
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
251
$11.3K ﹤0.01%
+206
252
$11.2K ﹤0.01%
+343
253
$11.1K ﹤0.01%
787
-445,748
254
$10.9K ﹤0.01%
+168
255
$10.6K ﹤0.01%
+60
256
$10.5K ﹤0.01%
+327
257
$10.5K ﹤0.01%
+198
258
$10.4K ﹤0.01%
+33
259
$10.4K ﹤0.01%
+125
260
$10.3K ﹤0.01%
+752
261
$10.2K ﹤0.01%
+84
262
$10.2K ﹤0.01%
+145
263
$9.82K ﹤0.01%
+591
264
$9.66K ﹤0.01%
+268
265
$9.25K ﹤0.01%
+1,813
266
$9.09K ﹤0.01%
+57
267
$9.05K ﹤0.01%
+143
268
$8.96K ﹤0.01%
+100
269
$8.6K ﹤0.01%
+17
270
$8.23K ﹤0.01%
+48
271
$8.14K ﹤0.01%
+46
272
$7.95K ﹤0.01%
+896
273
$7.89K ﹤0.01%
+60
274
$7.68K ﹤0.01%
+56
275
$7.51K ﹤0.01%
+81
9 10
11
12 13