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
$103M
AUM Growth
-$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$5.97M
3
+$5.8M
4
VV icon
Vanguard Large-Cap ETF
VV
+$4.83M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.19M

Top Sells

1
+$17.6M
2
+$16.7M
3
+$11.3M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$7.84M
5
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$7.29M

Sector Composition

1 Technology 11.32%
2 Industrials 5.21%
3 Financials 4.9%
4 Consumer Discretionary 4.23%
5 Communication Services 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.22M 1.19%
41,587
-385,172
27
$1.15M 1.11%
18,297
+465
28
$1.13M 1.1%
15,192
+2,600
29
$997K 0.97%
+24,471
30
$702K 0.68%
4,733
31
$641K 0.62%
42,986
32
$540K 0.52%
+6,894
33
$531K 0.52%
33,244
+23,976
34
$500K 0.49%
+21,017
35
$447K 0.43%
1,888
36
$426K 0.41%
3,700
37
$406K 0.39%
+7,638
38
$405K 0.39%
+7,028
39
$350K 0.34%
15,796
-35,315
40
$329K 0.32%
10,796
-100,293
41
$313K 0.3%
+1,832
42
$286K 0.28%
+4,380
43
$274K 0.27%
17,964
-144,054
44
$230K 0.22%
1,800
45
$227K 0.22%
11,900
+1,000
46
$54K 0.05%
16,755
47
$6K 0.01%
17
48
– –
-5,054
49
– –
-6,575
50
– –
-1,438
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