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
301
$5.59K ﹤0.01%
139
302
$5.59K ﹤0.01%
219
-2,694
303
$5.56K ﹤0.01%
300
304
$5.55K ﹤0.01%
489
305
$5.3K ﹤0.01%
116
306
$5.1K ﹤0.01%
53
307
$5.09K ﹤0.01%
49
308
$5.08K ﹤0.01%
51
309
$4.86K ﹤0.01%
126
310
$4.63K ﹤0.01%
26
-130
311
$4.6K ﹤0.01%
66
+7
312
$4.6K ﹤0.01%
68
313
$4.58K ﹤0.01%
112
314
$4.57K ﹤0.01%
15
315
$4.43K ﹤0.01%
5
316
$4.4K ﹤0.01%
90
317
$4.32K ﹤0.01%
103
-46
318
$4.26K ﹤0.01%
200
319
$4.23K ﹤0.01%
871
320
$4.18K ﹤0.01%
50
321
$4.1K ﹤0.01%
33
322
$3.94K ﹤0.01%
101
323
$3.85K ﹤0.01%
67
-434
324
$3.64K ﹤0.01%
345
-2,636
325
$3.49K ﹤0.01%
100
11 12
13
14 15