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
376
$651 ﹤0.01%
100
377
$645 ﹤0.01%
79
378
$645 ﹤0.01%
90
379
$584 ﹤0.01%
50
380
$551 ﹤0.01%
41
-746
381
$495 ﹤0.01%
1
-3
382
$468 ﹤0.01%
2
+1
383
$463 ﹤0.01%
18
-4
384
$460 ﹤0.01%
5
-59
385
$447 ﹤0.01%
7
386
$437 ﹤0.01%
8
387
$416 ﹤0.01%
10
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$404 ﹤0.01%
5
389
$371 ﹤0.01%
33
-551
390
$324 ﹤0.01%
14
391
$287 ﹤0.01%
+1
392
$271 ﹤0.01%
12
393
$268 ﹤0.01%
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$258 ﹤0.01%
11
395
$252 ﹤0.01%
450
396
– –
0
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$183 ﹤0.01%
8
398
$92 ﹤0.01%
4
399
$71 ﹤0.01%
+5
400
$68 ﹤0.01%
50
14 15
16
17 18