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
$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
276
$8K ﹤0.01%
81
277
$7.85K ﹤0.01%
76
-124
278
$7.67K ﹤0.01%
33
-50
279
$7.66K ﹤0.01%
56
280
$7.5K ﹤0.01%
67
281
$7.07K ﹤0.01%
32
282
$7.04K ﹤0.01%
186
283
$6.93K ﹤0.01%
120
284
$6.9K ﹤0.01%
65
285
$6.87K ﹤0.01%
311
286
$6.84K ﹤0.01%
104
287
$6.52K ﹤0.01%
43
288
$6.52K ﹤0.01%
259
289
$6.49K ﹤0.01%
38
290
$6.32K ﹤0.01%
591
291
$6.3K ﹤0.01%
189
292
$6.26K ﹤0.01%
+58
293
$6.22K ﹤0.01%
60
294
$6.21K ﹤0.01%
54
295
$6.04K ﹤0.01%
250
296
$5.93K ﹤0.01%
50
297
$5.92K ﹤0.01%
55
298
$5.92K ﹤0.01%
30
299
$5.72K ﹤0.01%
40
300
$5.59K ﹤0.01%
139
10 11
12
13 14