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
326
$3.31K ﹤0.01%
+152
327
$3.22K ﹤0.01%
72
328
$3.19K ﹤0.01%
750
329
$3.14K ﹤0.01%
100
330
$3.12K ﹤0.01%
51
331
$3.11K ﹤0.01%
377
332
$3.08K ﹤0.01%
67
333
$3.06K ﹤0.01%
108
334
$3.06K ﹤0.01%
99
335
$2.98K ﹤0.01%
37
336
$2.91K ﹤0.01%
31
337
$2.91K ﹤0.01%
45
338
$2.73K ﹤0.01%
35
-300
339
$2.71K ﹤0.01%
66
340
$2.7K ﹤0.01%
30
341
$2.61K ﹤0.01%
225
342
$2.48K ﹤0.01%
+14
343
$2.41K ﹤0.01%
+770
344
$2.37K ﹤0.01%
27
-2
345
$2.37K ﹤0.01%
57
346
$2.24K ﹤0.01%
30
347
$2.18K ﹤0.01%
35
-1
348
$2.01K ﹤0.01%
150
349
$1.85K ﹤0.01%
1,872
350
$1.81K ﹤0.01%
50
12 13
14
15 16