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
$152M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$1.34M
3
+$1.15M
4
SYG
SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust
SYG
+$830K
5
GAL icon
SPDR SSGA Global Allocation ETF
GAL
+$753K

Top Sells

1
+$61.5K
2
+$36.2K
3
+$28.1K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$23.1K
5
SPBO icon
SPDR Portfolio Corporate Bond ETF
SPBO
+$19.8K

Sector Composition

1 Technology 1.9%
2 Financials 1.64%
3 Communication Services 1.12%
4 Consumer Discretionary 0.85%
5 Healthcare 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.18M 0.78%
14,043
+9,848
27
$1.1M 0.72%
11,592
+39
28
$1.05M 0.69%
37,190
+470
29
$1.04M 0.68%
10,296
+221
30
$973K 0.64%
93,508
+1,742
31
$930K 0.61%
30,042
-638
32
$909K 0.6%
7,233
33
$863K 0.57%
6,178
+94
34
$827K 0.54%
23,903
+1,123
35
$775K 0.51%
13,275
+382
36
$667K 0.44%
+10,378
37
$623K 0.41%
18,808
+503
38
$595K 0.39%
12,086
39
$516K 0.34%
+12,850
40
$494K 0.32%
1,888
41
$487K 0.32%
3,700
42
$466K 0.31%
4,030
-532
43
$462K 0.3%
8,616
+36
44
$443K 0.29%
+4,566
45
$395K 0.26%
+7,386
46
$374K 0.25%
+7,732
47
$316K 0.21%
4,966
-442
48
$313K 0.21%
2,873
-179
49
$283K 0.19%
2,598
+108
50
$269K 0.18%
+3,958
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