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
$155M
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$7.68M
3
+$6.95M
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$5.97M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.93M

Top Sells

1
+$4.21M
2
+$4.16M
3
+$3.55M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.76M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2.25M

Sector Composition

1 Technology 7.75%
2 Financials 3.67%
3 Consumer Discretionary 3.4%
4 Industrials 3.12%
5 Communication Services 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.27M 0.82%
16,923
-1,374
27
$1.13M 0.73%
14,643
-549
28
$957K 0.62%
13,677
+6,649
29
$911K 0.59%
4,747
+14
30
$748K 0.48%
46,487
+3,501
31
$741K 0.48%
5,681
-11,209
32
$700K 0.45%
+27,341
33
$551K 0.36%
1,943
+55
34
$518K 0.33%
3,700
35
$505K 0.33%
8,333
+695
36
$350K 0.23%
+3,690
37
$335K 0.22%
14,150
+2,250
38
$293K 0.19%
1,800
39
$286K 0.18%
1,258
-574
40
$256K 0.17%
+9,332
41
$238K 0.15%
+7,425
42
$215K 0.14%
+1,205
43
$210K 0.14%
11,952
-128,061
44
$174K 0.11%
+12,340
45
$173K 0.11%
13,986
-287,616
46
$163K 0.11%
+2,265
47
$141K 0.09%
1,705
-5,189
48
$131K 0.08%
+1,478
49
$127K 0.08%
+7,792
50
$123K 0.08%
+3,391
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