MWA

MFA Wealth Advisors Portfolio holdings

AUM $458M
1-Year Est. Return 14.05%
This Quarter Est. Return
1 Year Est. Return
+14.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$206M
AUM Growth
+$93.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$12.6M
3
+$8.57M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$7.36M
5
WM icon
Waste Management
WM
+$5.5M

Top Sells

1
+$12.8M
2
+$689K
3
+$113K
4
WTTR icon
Select Water Solutions
WTTR
+$69K
5
ERIE icon
Erie Indemnity
ERIE
+$55.3K

Sector Composition

1 Technology 7.75%
2 Industrials 6.6%
3 Financials 4.52%
4 Consumer Discretionary 3.11%
5 Communication Services 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.19M 1.55%
38,604
+33,635
27
$3.08M 1.49%
55,221
+6,918
28
$2.86M 1.39%
+12,848
29
$2.78M 1.35%
173,892
+158,844
30
$2.69M 1.31%
+15,883
31
$1.63M 0.79%
+18,510
32
$1.26M 0.61%
+32,425
33
$1.24M 0.6%
13,677
34
$1.16M 0.56%
18,015
+2,558
35
$1.14M 0.55%
11,750
36
$992K 0.48%
+4,746
37
$990K 0.48%
4,479
-250
38
$688K 0.33%
1,888
39
$687K 0.33%
7,244
40
$684K 0.33%
3,700
41
$651K 0.32%
46,590
42
$599K 0.29%
23,032
-4,326
43
$529K 0.26%
3,314
-152
44
$443K 0.21%
14,150
45
$437K 0.21%
5,931
46
$429K 0.21%
1,926
+153
47
$417K 0.2%
+7,636
48
$374K 0.18%
10,000
49
$351K 0.17%
3,170
-320
50
$350K 0.17%
1,180
+225
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