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
276
$7.41K ﹤0.01%
+17
277
$7.24K ﹤0.01%
+191
278
$7.08K ﹤0.01%
+300
279
$7.03K ﹤0.01%
+149
280
$7.03K ﹤0.01%
+139
281
$6.96K ﹤0.01%
+24
282
$6.9K ﹤0.01%
+50
283
$6.86K ﹤0.01%
+240
284
$6.82K ﹤0.01%
+87
285
$6.8K ﹤0.01%
+65
286
$6.62K ﹤0.01%
+584
287
$6.54K ﹤0.01%
+40
288
$6.49K ﹤0.01%
+32
289
$6.47K ﹤0.01%
+43
290
$6.44K ﹤0.01%
+38
291
$6.4K ﹤0.01%
+67
292
$6.34K ﹤0.01%
+259
293
$6.18K ﹤0.01%
+311
294
$5.88K ﹤0.01%
+120
295
$5.65K ﹤0.01%
+186
296
$5.64K ﹤0.01%
+64
297
$5.63K ﹤0.01%
+55
298
$5.56K ﹤0.01%
+104
299
$5.55K ﹤0.01%
+54
300
$5.46K ﹤0.01%
+30
10 11
12
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