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
$134M
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$7.13M
3
+$2.52M
4
BSJL
Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL
+$1.06M
5
MSFT icon
Microsoft
MSFT
+$930K

Top Sells

1
+$12.4M
2
+$7.76M
3
+$2.72M
4
ABBV icon
AbbVie
ABBV
+$1.1M
5
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$1.04M

Sector Composition

1 Technology 2.05%
2 Financials 1.96%
3 Communication Services 1.04%
4 Industrials 0.7%
5 Consumer Discretionary 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.15M 0.86%
16,411
+346
27
$1.06M 0.79%
+43,712
28
$943K 0.7%
7,038
-195
29
$941K 0.7%
6,448
+270
30
$930K 0.69%
+8,657
31
$891K 0.66%
34,710
-2,480
32
$831K 0.62%
24,262
+359
33
$701K 0.52%
12,753
-522
34
$631K 0.47%
19,833
+1,025
35
$596K 0.44%
12,086
36
$472K 0.35%
1,888
37
$467K 0.35%
5,720
-7,840
38
$461K 0.34%
3,700
39
$452K 0.34%
4,030
40
$307K 0.23%
2,873
41
$294K 0.22%
4,997
+31
42
$291K 0.22%
2,738
+140
43
$256K 0.19%
4,136
+532
44
$250K 0.19%
8,310
-21,732
45
$245K 0.18%
3,117
-10,926
46
$244K 0.18%
9,650
47
$232K 0.17%
+2,583
48
$220K 0.16%
2,874
-55
49
$217K 0.16%
5,655
-80
50
$216K 0.16%
2,593
-242
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