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
401
$61 ﹤0.01%
+1
402
$61 ﹤0.01%
70
403
– –
0
404
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3
405
$32 ﹤0.01%
1
406
$24 ﹤0.01%
14
407
– –
0
408
$19 ﹤0.01%
1
409
$17 ﹤0.01%
1
410
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0
411
$8 ﹤0.01%
8
412
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0
413
$4 ﹤0.01%
1
414
– –
-47
415
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416
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417
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420
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-1,000
422
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-1,300
423
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424
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425
– –
-459
14 15 16
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