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
$457M
AUM Growth
-$339K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$20.2M
3
+$13.3M
4
AXP icon
American Express
AXP
+$6.58M
5
CRWD icon
CrowdStrike
CRWD
+$3.1M

Top Sells

1
+$30.7M
2
+$15.5M
3
+$15M
4
AMZN icon
Amazon
AMZN
+$4.27M
5
AAPL icon
Apple
AAPL
+$4.21M

Sector Composition

1 Technology 4.49%
2 Financials 2.93%
3 Industrials 2.71%
4 Energy 1.1%
5 Communication Services 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$11.9K ﹤0.01%
100
252
$11.9K ﹤0.01%
168
253
$11.8K ﹤0.01%
123
254
$11.5K ﹤0.01%
100
255
$11.5K ﹤0.01%
+174
256
$11.5K ﹤0.01%
327
257
$11.4K ﹤0.01%
198
258
$11.2K ﹤0.01%
331
-12
259
$11K ﹤0.01%
268
260
$11K ﹤0.01%
211
-2,714
261
$10.8K ﹤0.01%
84
262
$10.7K ﹤0.01%
17
263
$10.6K ﹤0.01%
752
264
$10.6K ﹤0.01%
143
265
$10.5K ﹤0.01%
100
-305
266
$10.2K ﹤0.01%
57
267
$10.1K ﹤0.01%
135
-1,044
268
$10.1K ﹤0.01%
125
269
$9.12K ﹤0.01%
1,813
270
$9.08K ﹤0.01%
191
271
$8.98K ﹤0.01%
896
272
$8.98K ﹤0.01%
17
273
$8.5K ﹤0.01%
33
+27
274
$8.47K ﹤0.01%
+150
275
$8.36K ﹤0.01%
240
9 10
11
12 13