MWA
MFA Wealth Advisors Portfolio holdings
AUM
$426M
This Quarter Return
-1.65%
1 Year Return
+11.29%
3 Year Return
+47.76%
5 Year Return
+95.86%
10 Year Return
–
AUM
$218M
AUM Growth
+$218M
(-1.6%)
Cap. Flow
+$652K
Cap. Flow
% of AUM
0.3%
Top 10 Holdings %
Top 10 Hldgs %
52.42%
Holding
67
New
6
Increased
24
Reduced
19
Closed
6
Top Buys
| 1 |
BSCN
Invesco BulletShares 2023 Corporate Bond ETF
BSCN
|
$4.49M |
| 2 |
Delta Air Lines
DAL
|
$1.66M |
| 3 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$1.52M |
| 4 |
Southwest Airlines
LUV
|
$1.31M |
| 5 |
ARK Genomic Revolution ETF
ARKG
|
$1M |
Top Sells
| 1 |
Vanguard Short-Term Treasury ETF
VGSH
|
$4.81M |
| 2 |
American Airlines Group
AAL
|
$3.42M |
| 3 |
Boeing
BA
|
$2.31M |
| 4 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$814K |
| 5 |
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% |
