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
326
$3.61K ﹤0.01%
+100
327
$3.48K ﹤0.01%
+15
328
$3.38K ﹤0.01%
+100
329
$3.34K ﹤0.01%
+1,463
330
$3.15K ﹤0.01%
+225
331
$3.13K ﹤0.01%
+129
332
$3.12K ﹤0.01%
+59
333
$3.02K ﹤0.01%
+51
334
$3K ﹤0.01%
+45
335
$2.92K ﹤0.01%
+99
336
$2.81K ﹤0.01%
+377
337
$2.77K ﹤0.01%
+72
338
$2.77K ﹤0.01%
+66
339
$2.67K ﹤0.01%
+108
340
$2.64K ﹤0.01%
+67
341
$2.44K ﹤0.01%
+29
342
$2.42K ﹤0.01%
+31
343
$2.36K ﹤0.01%
+30
344
$2.28K ﹤0.01%
+37
345
$2.24K ﹤0.01%
+36
346
$2.23K ﹤0.01%
+57
347
$1.81K ﹤0.01%
+4
348
$1.8K ﹤0.01%
+30
349
$1.76K ﹤0.01%
+50
350
$1.73K ﹤0.01%
+150
12 13
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