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
$94.1M
AUM Growth
-$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.1M
3
+$479K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$284K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$188K

Top Sells

1
+$16.6M
2
+$16.4M
3
+$7.26M
4
DBEU icon
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
+$6.95M
5
VV icon
Vanguard Large-Cap ETF
VV
+$6.82M

Sector Composition

1 Technology 12.84%
2 Consumer Discretionary 6%
3 Financials 5.83%
4 Industrials 4.54%
5 Communication Services 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$563K 0.6%
3,700
27
$480K 0.51%
3,582
-2,099
28
$377K 0.4%
3,690
29
$329K 0.35%
3,965
+2,260
30
$304K 0.32%
14,150
31
$292K 0.31%
1,800
32
$254K 0.27%
1,773
-492
33
$244K 0.26%
1,145
-60
34
$241K 0.26%
921
-337
35
$225K 0.24%
15,281
+2,941
36
$64K 0.07%
16,755
37
$39K 0.04%
21
+4
38
$36K 0.04%
150
39
– –
-858
40
– –
-924
41
– –
-7,104
42
– –
-13,986
43
– –
-3,391
44
– –
-377
45
– –
-218
46
– –
-55
47
– –
-100
48
– –
-580
49
– –
-11
50
– –
-300
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2
3 4 5