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
$313M
AUM Growth
+$77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$29.1M
3
+$15.5M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$11.3M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$9.63M

Top Sells

1
+$18.2M
2
+$8.15M
3
+$6.7M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$5.25M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$4.85M

Sector Composition

1 Technology 5.69%
2 Consumer Discretionary 3.31%
3 Industrials 2.75%
4 Financials 1.75%
5 Materials 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.83M 1.22%
20,793
-1,098
27
$3.29M 1.05%
23,992
+2,643
28
$3.01M 0.96%
105,436
+25,866
29
$2.59M 0.83%
153,329
+22,737
30
$2.53M 0.81%
13,784
+7,181
31
$2.05M 0.65%
114,051
-6,051
32
$1.77M 0.56%
44,737
+39,078
33
$1.65M 0.53%
+26,739
34
$1.47M 0.47%
+3,341
35
$1.43M 0.46%
6,452
+512
36
$1.38M 0.44%
+12,433
37
$1.36M 0.43%
17,658
-87,119
38
$1.34M 0.43%
13,208
-54
39
$1.32M 0.42%
27,435
-67
40
$1.32M 0.42%
+6,903
41
$1.09M 0.35%
10,745
42
$981K 0.31%
32,375
+7,255
43
$887K 0.28%
4,178
-13
44
$789K 0.25%
4,479
45
$755K 0.24%
3,700
46
$694K 0.22%
1,672
+50
47
$685K 0.22%
18,971
+4,627
48
$685K 0.22%
1,908
+57
49
$618K 0.2%
7,244
50
$606K 0.19%
2,959
-23,698
1
2
3 4