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
$112M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$716K
2
+$676K
3
+$416K
4
NULC icon
Nuveen ESG Large-Cap ETF
NULC
+$349K
5
NUEM icon
Nuveen ESG Emerging Markets Equity ETF
NUEM
+$256K

Top Sells

1
+$702K
2
+$39K
3
+$36K
4
SHOP icon
Shopify
SHOP
+$22.6K
5
MMM icon
3M
MMM
+$16.9K

Sector Composition

1 Technology 12.1%
2 Financials 6.57%
3 Consumer Discretionary 5.37%
4 Industrials 4.87%
5 Communication Services 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$649K 0.58%
1,888
27
$644K 0.57%
3,700
28
$506K 0.45%
3,466
-116
29
$417K 0.37%
1,773
30
$416K 0.37%
+5,931
31
$414K 0.37%
4,969
+1,004
32
$409K 0.36%
14,150
33
$395K 0.35%
3,490
-200
34
$349K 0.31%
+10,000
35
$305K 0.27%
1,800
36
$278K 0.25%
18,190
+2,909
37
$265K 0.24%
1,145
38
$261K 0.23%
955
+34
39
$256K 0.23%
+7,647
40
$228K 0.2%
+15,048
41
$210K 0.19%
+6,349
42
$69K 0.06%
16,755
43
– –
-27,341
44
– –
-21
45
– –
-150
1
2