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
351
$1.68K ﹤0.01%
100
352
$1.56K ﹤0.01%
15
353
$1.54K ﹤0.01%
41
354
$1.49K ﹤0.01%
141
355
$1.45K ﹤0.01%
8
356
$1.4K ﹤0.01%
300
357
$1.36K ﹤0.01%
200
358
$1.35K ﹤0.01%
14
359
$1.22K ﹤0.01%
50
360
$1.17K ﹤0.01%
104
361
$1.15K ﹤0.01%
+200
362
$1.13K ﹤0.01%
59
363
$1.09K ﹤0.01%
13
364
$1K ﹤0.01%
16
365
$972 ﹤0.01%
92
366
$972 ﹤0.01%
206
367
$947 ﹤0.01%
37
368
$858 ﹤0.01%
67
369
$858 ﹤0.01%
24
-16
370
$763 ﹤0.01%
163
+22
371
$755 ﹤0.01%
786
372
$711 ﹤0.01%
24
-19
373
$687 ﹤0.01%
8
374
$675 ﹤0.01%
42
375
$658 ﹤0.01%
26
13 14
15
16 17