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
376
$712 ﹤0.01%
+100
377
$660 ﹤0.01%
+90
378
$653 ﹤0.01%
+5
379
$634 ﹤0.01%
+26
380
$559 ﹤0.01%
+50
381
$553 ﹤0.01%
+22
382
$551 ﹤0.01%
+79
383
$549 ﹤0.01%
+8
384
$492 ﹤0.01%
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385
$477 ﹤0.01%
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386
$460 ﹤0.01%
+17
387
$424 ﹤0.01%
+8
388
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$401 ﹤0.01%
+7
390
$381 ﹤0.01%
+10
391
$294 ﹤0.01%
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392
$288 ﹤0.01%
+5
393
$280 ﹤0.01%
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395
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+450
397
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398
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399
$82 ﹤0.01%
+70
400
$71 ﹤0.01%
+50
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