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
+$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$5.33M
3
+$2.7M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$2.61M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2.61M

Top Sells

1
+$2.31M
2
+$397K
3
+$380K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$314K
5
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$273K

Sector Composition

1 Technology 1.9%
2 Healthcare 1.65%
3 Financials 1.63%
4 Communication Services 1.07%
5 Industrials 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.22M 0.8%
+42,986
27
$1.18M 0.77%
53,062
+30,244
28
$1.17M 0.77%
11,308
-2,636
29
$1.09M 0.72%
9,260
+351
30
$1.05M 0.69%
6,688
+147
31
$846K 0.56%
+23,648
32
$845K 0.56%
4,733
-2,223
33
$833K 0.55%
+32,865
34
$751K 0.49%
7,355
+4,390
35
$709K 0.47%
21,648
+1,122
36
$695K 0.46%
+11,903
37
$650K 0.43%
+3,444
38
$636K 0.42%
12,086
-1,729
39
$627K 0.41%
+5,954
40
$622K 0.41%
9,672
+6,488
41
$612K 0.4%
6,860
+440
42
$490K 0.32%
1,888
43
$479K 0.31%
3,700
44
$458K 0.3%
9,656
+4,284
45
$426K 0.28%
3,581
-449
46
$283K 0.19%
9,650
47
$248K 0.16%
+4,082
48
$240K 0.16%
5,655
49
$231K 0.15%
+1,800
50
$230K 0.15%
+3,548
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