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
$138M
AUM Growth
+$15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$4.29M
3
+$597K
4
MDYV icon
SPDR S&P 400 Mid Cap Value ETF
MDYV
+$507K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$442K

Top Sells

1
+$4.23M
2
+$1.66M
3
+$660K
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$33.5K
5
FHI icon
Federated Hermes
FHI
+$32.6K

Sector Composition

1 Technology 2.96%
2 Financials 2.29%
3 Healthcare 2.09%
4 Consumer Discretionary 0.46%
5 Energy 0.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$706K 0.51%
12,086
27
$633K 0.46%
6,840
+20
28
$558K 0.4%
1,888
29
$542K 0.39%
3,700
30
$534K 0.39%
21,428
-26,503
31
$479K 0.35%
16,713
+22
32
$355K 0.26%
10,900
-1,000
33
$350K 0.25%
2,729
34
$285K 0.21%
22,308
+4,134
35
$278K 0.2%
+1,850
36
$251K 0.18%
1,800
37
$246K 0.18%
+1,438
38
$245K 0.18%
5,500
39
$236K 0.17%
11,799
+756
40
$212K 0.15%
9,268
-192
41
$155K 0.11%
16,755
42
$9K 0.01%
17
43
– –
-9,342
44
– –
-150,685
1
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