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
$221M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$4.81M
3
+$4.13M
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$3.49M
5
PTON icon
Peloton Interactive
PTON
+$3.4M

Top Sells

1
+$11.6M
2
+$6.24M
3
+$4.78M
4
PGF icon
Invesco Financial Preferred ETF
PGF
+$3.78M
5
C icon
Citigroup
C
+$3.43M

Sector Composition

1 Technology 7.48%
2 Industrials 5.52%
3 Consumer Discretionary 4.73%
4 Financials 2.77%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.31M 1.5%
13,832
-64
27
$3.13M 1.41%
37,847
-757
28
$2.98M 1.35%
12,557
-291
29
$2.78M 1.26%
160,686
-13,206
30
$2.48M 1.12%
+51,982
31
$1.38M 0.62%
31,179
-1,246
32
$1.35M 0.61%
13,677
33
$1.34M 0.61%
19,494
+1,479
34
$1.11M 0.5%
10,745
-1,005
35
$1.06M 0.48%
4,724
-22
36
$866K 0.39%
4,479
37
$814K 0.37%
6,057
-86,256
38
$737K 0.33%
3,700
39
$720K 0.33%
7,244
40
$666K 0.3%
46,590
41
$653K 0.29%
3,741
-12,142
42
$648K 0.29%
33,545
-195,725
43
$638K 0.29%
1,622
-266
44
$583K 0.26%
22,395
-637
45
$556K 0.25%
16,400
+2,250
46
$536K 0.24%
16,539
+5,890
47
$474K 0.21%
5,931
48
$459K 0.21%
14,676
-199,510
49
$436K 0.2%
1,926
50
$401K 0.18%
10,000
1
2
3