MWA
MFA Wealth Advisors Portfolio holdings
AUM
$426M
1-Year Return
11.29%
This Quarter Return
+4.38%
1 Year Return
+11.29%
3 Year Return
+47.76%
5 Year Return
+95.86%
10 Year Return
–
AUM
$457M
AUM Growth
-$339K
(-0.07%)
Cap. Flow
-$17.8M
Cap. Flow
% of AUM
-3.88%
Top 10 Holdings %
Top 10 Hldgs %
52.22%
Holding
559
New
24
Increased
67
Reduced
99
Closed
40
Top Buys
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$22.2M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$20.2M |
| 3 |
Vanguard Mega Cap Value ETF
MGV
|
$13.3M |
| 4 |
American Express
AXP
|
$6.58M |
| 5 |
CrowdStrike
CRWD
|
$3.1M |
Top Sells
| 1 |
Vanguard Mega Cap Growth ETF
MGK
|
$30.7M |
| 2 |
Vanguard Information Technology ETF
VGT
|
$15.5M |
| 3 |
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
|
$15M |
| 4 |
Amazon
AMZN
|
$4.27M |
| 5 |
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% |
