MWA

MFA Wealth Advisors Portfolio holdings

AUM $426M
1-Year Est. Return 11.29%
This Quarter Est. Return
1 Year Est. Return
+11.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Buys

1
+$17.2M
2
+$14.4M
3
+$12.7M
4
FLRN icon
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
+$8.69M
5
MDYV icon
SPDR S&P 400 Mid Cap Value ETF
MDYV
+$6.87M

Top Sells

No sells this quarter

Sector Composition

1 Financials 1.73%
2 Technology 1.69%
3 Healthcare 0.91%
4 Consumer Discretionary 0.7%
5 Industrials 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.07M 0.73%
+25,844
27
$1.03M 0.7%
+14,520
28
$1.03M 0.7%
+32,143
29
$994K 0.68%
+5,919
30
$983K 0.67%
+20,183
31
$978K 0.66%
+36,600
32
$958K 0.65%
+9,486
33
$949K 0.64%
+5,077
34
$878K 0.6%
+22,291
35
$849K 0.58%
+13,256
36
$849K 0.58%
+7,233
37
$847K 0.58%
+37,395
38
$807K 0.55%
+88,200
39
$681K 0.46%
+7,835
40
$630K 0.43%
+10,378
41
$609K 0.41%
+18,797
42
$552K 0.38%
+4,605
43
$476K 0.32%
+26,472
44
$453K 0.31%
+12,965
45
$452K 0.31%
+8,547
46
$436K 0.3%
+4,586
47
$418K 0.28%
+3,822
48
$351K 0.24%
+5,032
49
$326K 0.22%
+7,732
50
$276K 0.19%
+24,396
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