MWA
MFA Wealth Advisors Portfolio holdings
AUM $404M
AUM
$404M
AUM Growth
+$13.3M (+3%)
Cap. Flow
+$22.2M
Cap. Flow % of AUM
5.49%
Top 10 Holdings %Top 10 Hldgs %
60.55%
Holding
90
New
15
Increased
42
Reduced
20
Closed
2
Top Buys
| 1 | $15.9M | |
| 2 | $3.44M | |
| 3 | $2.14M | |
| 4 | $1.99M | |
| 5 | $1.41M |
Top Sells
| 1 | $10.1M | |
| 2 | $2.98M | |
| 3 | $1.51M | |
| 4 | $709K | |
| 5 | $547K |
Sector Composition
| 1 | Technology | 5.19% |
| 2 | Financials | 3.57% |
| 3 | Industrials | 2.83% |
| 4 | Utilities | 1.59% |
| 5 | Communication Services | 1.33% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $3.67M | 0.91% | 64,842 +2,495 | +4% | +$141K | |||
| $3.67M | 0.91% | 18,177 +17,067 | +1,538% | +$3.44M | |||
| $3.53M | 0.87% | 20,721 +881 | +4% | +$150K | |||
| $2.46M | 0.61% | 34,407 +39 | +0.1% | +$2.79K | |||
| $2.46M | 0.61% | 16,073 -202 | -1% | -$30.9K | |||
| $2.34M | 0.58% | 19,154 +439 | +2% | +$53.5K | |||
| $2.16M | 0.53% | 8,338 -426 | -5% | -$110K | |||
| $2.14M | 0.53% | 71,878 | New | +$2.14M | |||
| $2.13M | 0.53% | 4,775 +598 | +14% | +$267K | |||
| $1.99M | 0.49% | 3,650 | New | +$1.99M | |||
| $1.9M | 0.47% | 14,993 -11,918 | -44% | -$1.51M | |||
| $1.71M | 0.42% | 4,087 -115 | -3% | -$48.2K | |||
| $1.59M | 0.39% | 31,366 +6,731 | +27% | +$342K | |||
| $1.24M | 0.31% | 21,463 -141 | -0.7% | -$8.12K | |||
| $1.14M | 0.28% | 14,585 | – | – | |||
| $1.13M | 0.28% | 15,757 +1,670 | +12% | +$120K | |||
| $1.08M | 0.27% | 2,885 +285 | +11% | +$107K | |||
| $1.04M | 0.26% | 3,359 -196 | -6% | -$60.5K | |||
| $977K | 0.24% | 15,570 | New | +$977K | |||
| $965K | 0.24% | 1,811 +40 | +2% | +$21.3K | |||
| $960K | 0.24% | 23,550 | – | – | |||
| $946K | 0.23% | 7,901 | New | +$946K | |||
| $913K | 0.23% | 104,801 | – | – | |||
| $877K | 0.22% | 1,617 -180 | -10% | -$97.6K | |||
| $784K | 0.19% | 4,121 -190 | -4% | -$36.1K |
