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
$123M
AUM Growth
-$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$5.95M
2
+$951K
3
+$558K
4
MDYV icon
SPDR S&P 400 Mid Cap Value ETF
MDYV
+$399K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$360K

Top Sells

1
+$11.8M
2
+$6M
3
+$1.1M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$544K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$152K

Sector Composition

1 Financials 2.93%
2 Technology 2.93%
3 Healthcare 2.09%
4 Communication Services 1.35%
5 Consumer Discretionary 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$759K 0.62%
11,981
+534
27
$700K 0.57%
12,086
28
$592K 0.48%
6,820
+200
29
$515K 0.42%
1,888
30
$500K 0.41%
3,700
31
$476K 0.39%
16,691
-5,222
32
$386K 0.31%
11,900
33
$348K 0.28%
2,729
34
$223K 0.18%
9,460
-1,130
35
$221K 0.18%
5,500
-100
36
$215K 0.18%
18,174
-12,888
37
$212K 0.17%
1,800
38
$208K 0.17%
11,043
-2,946
39
$145K 0.12%
16,755
40
$10K 0.01%
17
41
– –
-6,627
42
– –
-63,260
43
– –
-162,159
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