MWA

MFA Wealth Advisors Portfolio holdings

AUM $508M
1-Year Est. Return 20.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.56%
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
+$21.9M
2
+$19.5M
3
+$12.8M
4
AXP icon
American Express
AXP
+$6.05M
5
CRWD icon
CrowdStrike
CRWD
+$3.14M

Top Sells

1
+$29.8M
2
+$15.1M
3
+$14.9M
4
AMZN icon
Amazon
AMZN
+$4.18M
5
AAPL icon
Apple
AAPL
+$4.03M

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
$68 ﹤0.01%
50
402
$61 ﹤0.01%
+1
403
$61 ﹤0.01%
70
404
– –
0
405
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3
406
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1
407
$24 ﹤0.01%
14
408
– –
0
409
$19 ﹤0.01%
1
410
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1
411
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0
412
$8 ﹤0.01%
8
413
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1
414
– –
0
415
– –
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416
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-46
417
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$0 ﹤0.01%
227
419
– –
-17
420
– –
-1,463
421
– –
0
422
– –
-13,003
423
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424
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-5
425
– –
-459
14 15 16
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