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
$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
351
$1.73K ﹤0.01%
+150
352
$1.69K ﹤0.01%
+1,872
353
$1.63K ﹤0.01%
+16
354
$1.54K ﹤0.01%
+6
355
$1.47K ﹤0.01%
+50
356
$1.46K ﹤0.01%
+15
357
$1.45K ﹤0.01%
+41
358
$1.42K ﹤0.01%
+100
359
$1.4K ﹤0.01%
+104
360
$1.39K ﹤0.01%
+14
361
$1.38K ﹤0.01%
+42
362
$1.34K ﹤0.01%
+200
363
$1.26K ﹤0.01%
+8
364
$1.23K ﹤0.01%
+43
365
$1.22K ﹤0.01%
+59
366
$1.19K ﹤0.01%
+300
367
$1.17K ﹤0.01%
+141
368
$1.11K ﹤0.01%
+92
369
$1.11K ﹤0.01%
+206
370
$1.03K ﹤0.01%
+40
371
$922 ﹤0.01%
+16
372
$892 ﹤0.01%
+13
373
$869 ﹤0.01%
+37
374
$746 ﹤0.01%
+786
375
$729 ﹤0.01%
+15
13 14
15
16 17