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
$218M
AUM Growth
-$3.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$1.66M
3
+$1.52M
4
LUV icon
Southwest Airlines
LUV
+$1.31M
5
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$1M

Top Sells

1
+$4.81M
2
+$3.42M
3
+$2.31M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$814K
5
PGF icon
Invesco Financial Preferred ETF
PGF
+$648K

Sector Composition

1 Technology 7.88%
2 Industrials 4.38%
3 Consumer Discretionary 4.24%
4 Financials 2.79%
5 Communication Services 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.42M 1.11%
27,871
+478
27
$2.41M 1.11%
54,120
+2,138
28
$2.36M 1.09%
136,350
-24,336
29
$1.66M 0.76%
+39,002
30
$1.39M 0.64%
19,928
+434
31
$1.31M 0.6%
+25,496
32
$1.31M 0.6%
13,262
-415
33
$1.21M 0.56%
27,291
-3,888
34
$1.09M 0.5%
10,745
35
$956K 0.44%
5,642
+1,901
36
$908K 0.42%
4,146
-578
37
$799K 0.37%
4,479
38
$744K 0.34%
3,374
-10,458
39
$733K 0.34%
3,700
40
$730K 0.34%
22,598
+6,059
41
$696K 0.32%
7,244
42
$640K 0.29%
1,622
43
$631K 0.29%
46,616
+26
44
$582K 0.27%
22,395
45
$533K 0.24%
16,400
46
$523K 0.24%
+12,296
47
$478K 0.22%
1,851
-75
48
$475K 0.22%
5,931
49
$403K 0.19%
+6,162
50
$364K 0.17%
1,800
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2
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