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
376
$660 ﹤0.01%
+90
377
$653 ﹤0.01%
+5
378
$634 ﹤0.01%
+26
379
$559 ﹤0.01%
+50
380
$553 ﹤0.01%
+22
381
$551 ﹤0.01%
+79
382
$549 ﹤0.01%
+8
383
$492 ﹤0.01%
+67
384
$477 ﹤0.01%
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385
$460 ﹤0.01%
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386
$424 ﹤0.01%
+8
387
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+1
388
$401 ﹤0.01%
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389
$381 ﹤0.01%
+10
390
$294 ﹤0.01%
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391
$288 ﹤0.01%
+5
392
$280 ﹤0.01%
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394
$257 ﹤0.01%
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$222 ﹤0.01%
+450
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$105 ﹤0.01%
+4
398
$82 ﹤0.01%
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399
$71 ﹤0.01%
+50
400
$67 ﹤0.01%
+3
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