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
+$6.7M
2
+$3.75M
3
+$2.03M
4
V icon
Visa
V
+$988K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$800K

Top Sells

1
+$6.3M
2
+$2.52M
3
+$1.41M
4
USSG icon
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
+$1.18M
5
PXD
Pioneer Natural Resource Co.
PXD
+$992K

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
401
$67 ﹤0.01%
+3
402
$38 ﹤0.01%
+14
403
$30 ﹤0.01%
+1
404
– –
0
405
$17 ﹤0.01%
+1
406
$16 ﹤0.01%
+1
407
$12 ﹤0.01%
+8
408
$4 ﹤0.01%
+1
409
$1 ﹤0.01%
+227
410
– –
0
411
– –
-23,988
412
– –
-452
413
– –
-3,779
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17