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
$236M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$5.74M
3
+$2.71M
4
BITO icon
ProShares Bitcoin Strategy ETF
BITO
+$2.3M
5
ALB icon
Albemarle
ALB
+$1.39M

Top Sells

1
+$9.72M
2
+$3.89M
3
+$2.41M
4
DAL icon
Delta Air Lines
DAL
+$1.31M
5
LUV icon
Southwest Airlines
LUV
+$1.31M

Sector Composition

1 Technology 8.7%
2 Consumer Discretionary 4.6%
3 Industrials 2.79%
4 Financials 2.67%
5 Communication Services 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.71M 1.15%
+130,592
27
$2.3M 0.97%
+79,570
28
$2.28M 0.96%
120,102
-16,248
29
$1.46M 0.62%
20,095
+167
30
$1.43M 0.61%
13,262
31
$1.43M 0.6%
27,502
+211
32
$1.39M 0.59%
+5,940
33
$1.37M 0.58%
6,603
+961
34
$1.26M 0.53%
+23,821
35
$1.15M 0.49%
10,745
36
$1.02M 0.43%
28,588
+717
37
$946K 0.4%
4,191
+45
38
$863K 0.37%
4,479
39
$856K 0.36%
+1,801
40
$805K 0.34%
25,120
+2,522
41
$798K 0.34%
3,700
42
$708K 0.3%
1,622
43
$657K 0.28%
7,244
44
$652K 0.28%
1,851
45
$630K 0.27%
46,602
-14
46
$616K 0.26%
16,400
47
$565K 0.24%
14,344
+2,048
48
$521K 0.22%
5,931
49
$486K 0.21%
+5,550
50
$423K 0.18%
6,162
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