MWA
MFA Wealth Advisors Portfolio holdings
AUM
$426M
1-Year Return
11.29%
This Quarter Return
+1.51%
1 Year Return
+11.29%
3 Year Return
+47.76%
5 Year Return
+95.86%
10 Year Return
–
AUM
$458M
AUM Growth
+$77.3M
(+20%)
Cap. Flow
+$73.1M
Cap. Flow
% of AUM
15.98%
Top 10 Holdings %
Top 10 Hldgs %
48.82%
Holding
534
New
446
Increased
31
Reduced
42
Closed
3
Top Buys
| 1 |
iShares Gold Trust
IAU
|
$6.66M |
| 2 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$3.78M |
| 3 |
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
|
$2.03M |
| 4 |
Visa
V
|
$946K |
| 5 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$803K |
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Unilever
UL
$158B
| $11.3K | ﹤0.01% |
+206
| New | +$11.3K |
|
252
SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$10.7B
| $11.2K | ﹤0.01% |
+343
| New | +$11.2K |
|
253
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.45B
| $11.1K | ﹤0.01% |
787
-445,748
| -100% | -$6.26M |
|
254
Invesco Water Resources ETF
PHO
$2.29B
| $10.9K | ﹤0.01% |
+168
| New | +$10.9K |
|
255
T-Mobile US
TMUS
$284B
| $10.6K | ﹤0.01% |
+60
| New | +$10.6K |
|
256
Kraft Heinz
KHC
$32.3B
| $10.5K | ﹤0.01% |
+327
| New | +$10.5K |
|
257
iShares MSCI EAFE Value ETF
EFV
$27.8B
| $10.5K | ﹤0.01% |
+198
| New | +$10.5K |
|
258
Spotify
SPOT
$146B
| $10.4K | ﹤0.01% |
+33
| New | +$10.4K |
|
259
Cloudflare
NET
$74.7B
| $10.4K | ﹤0.01% |
+125
| New | +$10.4K |
|
260
FNB Corp
FNB
$5.92B
| $10.3K | ﹤0.01% |
+752
| New | +$10.3K |
|
261
Invesco CurrencyShares British Pound Sterling Trust
FXB
$90.8M
| $10.2K | ﹤0.01% |
+84
| New | +$10.2K |
|
262
MetLife
MET
$52.9B
| $10.2K | ﹤0.01% |
+145
| New | +$10.2K |
|
263
Snap
SNAP
$12.4B
| $9.82K | ﹤0.01% |
+591
| New | +$9.82K |
|
264
Citizens Financial Group
CFG
$22.3B
| $9.66K | ﹤0.01% |
+268
| New | +$9.66K |
|
265
Joby Aviation
JOBY
$11.5B
| $9.25K | ﹤0.01% |
+1,813
| New | +$9.25K |
|
266
AutoNation
AN
$8.55B
| $9.09K | ﹤0.01% |
+57
| New | +$9.09K |
|
267
General Mills
GIS
$27B
| $9.05K | ﹤0.01% |
+143
| New | +$9.05K |
|
268
Iron Mountain
IRM
$27.2B
| $8.96K | ﹤0.01% |
+100
| New | +$8.96K |
|
269
Parker-Hannifin
PH
$96.1B
| $8.6K | ﹤0.01% |
+17
| New | +$8.6K |
|
270
GE Vernova
GEV
$158B
| $8.23K | ﹤0.01% |
+48
| New | +$8.23K |
|
271
Atlassian
TEAM
$45.2B
| $8.14K | ﹤0.01% |
+46
| New | +$8.14K |
|
272
Vodafone
VOD
$28.5B
| $7.95K | ﹤0.01% |
+896
| New | +$7.95K |
|
273
Micron Technology
MU
$147B
| $7.89K | ﹤0.01% |
+60
| New | +$7.89K |
|
274
United Parcel Service
UPS
$72.1B
| $7.69K | ﹤0.01% |
+56
| New | +$7.69K |
|
275
SPDR S&P Biotech ETF
XBI
$5.39B
| $7.51K | ﹤0.01% |
+81
| New | +$7.51K |
|