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
301
$5.43K ﹤0.01%
+51
302
$5.41K ﹤0.01%
+189
303
$5.39K ﹤0.01%
+300
304
$5.33K ﹤0.01%
+489
305
$5.13K ﹤0.01%
+71
306
$4.91K ﹤0.01%
+63
307
$4.82K ﹤0.01%
+250
308
$4.72K ﹤0.01%
+49
309
$4.61K ﹤0.01%
+116
310
$4.57K ﹤0.01%
+30
311
$4.35K ﹤0.01%
+68
312
$4.31K ﹤0.01%
+112
313
$4.25K ﹤0.01%
+5
314
$4.23K ﹤0.01%
+126
315
$4.16K ﹤0.01%
+53
316
$4.09K ﹤0.01%
+200
317
$4.01K ﹤0.01%
+750
318
$3.91K ﹤0.01%
+33
319
$3.88K ﹤0.01%
+90
320
$3.82K ﹤0.01%
+15
321
$3.8K ﹤0.01%
+50
322
$3.79K ﹤0.01%
+921
323
$3.68K ﹤0.01%
+101
324
$3.67K ﹤0.01%
+871
325
$3.66K ﹤0.01%
+144
11 12
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