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
351
$1.69K ﹤0.01%
+1,872
352
$1.63K ﹤0.01%
+16
353
$1.54K ﹤0.01%
+6
354
$1.47K ﹤0.01%
+50
355
$1.46K ﹤0.01%
+15
356
$1.45K ﹤0.01%
+41
357
$1.42K ﹤0.01%
+100
358
$1.4K ﹤0.01%
+104
359
$1.39K ﹤0.01%
+14
360
$1.38K ﹤0.01%
+42
361
$1.34K ﹤0.01%
+200
362
$1.26K ﹤0.01%
+8
363
$1.23K ﹤0.01%
+43
364
$1.22K ﹤0.01%
+59
365
$1.19K ﹤0.01%
+300
366
$1.17K ﹤0.01%
+141
367
$1.11K ﹤0.01%
+92
368
$1.11K ﹤0.01%
+206
369
$1.03K ﹤0.01%
+40
370
$922 ﹤0.01%
+16
371
$892 ﹤0.01%
+13
372
$869 ﹤0.01%
+37
373
$746 ﹤0.01%
+786
374
$729 ﹤0.01%
+15
375
$712 ﹤0.01%
+100
13 14
15
16 17