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
$133M
AUM Growth
-$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$11.3M
3
+$1.64M
4
VT icon
Vanguard Total World Stock ETF
VT
+$1.19M
5
META icon
Meta Platforms (Facebook)
META
+$736K

Top Sells

1
+$15.9M
2
+$6.87M
3
+$5.29M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$5.16M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.55M

Sector Composition

1 Technology 1.84%
2 Financials 1.77%
3 Communication Services 1.23%
4 Healthcare 0.88%
5 Consumer Discretionary 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1M 0.76%
10,075
+589
27
$960K 0.72%
36,720
+120
28
$950K 0.72%
30,680
-1,463
29
$860K 0.65%
22,780
+489
30
$833K 0.63%
6,084
+165
31
$821K 0.62%
7,233
32
$808K 0.61%
91,766
+3,566
33
$770K 0.58%
12,893
-363
34
$563K 0.42%
12,086
-8,097
35
$524K 0.4%
4,562
-43
36
$496K 0.37%
18,305
-492
37
$461K 0.35%
+1,888
38
$451K 0.34%
+3,700
39
$448K 0.34%
8,580
+33
40
$360K 0.27%
5,408
+376
41
$333K 0.25%
4,195
-199,745
42
$328K 0.25%
3,052
-770
43
$274K 0.21%
2,490
+196
44
$260K 0.2%
+5,735
45
$259K 0.2%
3,112
+6
46
$245K 0.18%
9,650
+2,150
47
$205K 0.15%
3,879
-100,026
48
$204K 0.15%
+1,800
49
– –
-3,958
50
– –
-2,432
1
2
3