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
$274M
AUM Growth
-$39.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$33.3M
2
+$21.3M
3
+$6.77M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$6.27M
5
NOW icon
ServiceNow
NOW
+$2.95M

Top Sells

1
+$33.4M
2
+$11.1M
3
+$7.21M
4
MSFT icon
Microsoft
MSFT
+$6.72M
5
VRP icon
Invesco Variable Rate Preferred ETF
VRP
+$6.05M

Sector Composition

1 Technology 4.65%
2 Consumer Discretionary 2.53%
3 Industrials 1.45%
4 Energy 1.38%
5 Financials 1.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.89M 0.69%
+33,856
27
$1.72M 0.63%
115,719
+1,668
28
$1.71M 0.62%
27,139
+400
29
$1.7M 0.62%
146,855
+41,419
30
$1.56M 0.57%
+5,279
31
$1.55M 0.56%
3,627
+286
32
$1.42M 0.52%
49,355
+4,618
33
$1.38M 0.5%
12,857
+424
34
$1.35M 0.49%
6,485
+33
35
$1.31M 0.48%
18,027
+369
36
$1.11M 0.4%
13,208
37
$999K 0.36%
7,328
+425
38
$973K 0.36%
23,815
-3,620
39
$917K 0.33%
10,745
40
$861K 0.31%
4,479
41
$625K 0.23%
3,700
42
$596K 0.22%
18,750
+2,350
43
$579K 0.21%
7,244
44
$577K 0.21%
1,663
-9
45
$576K 0.21%
2,568
+660
46
$507K 0.19%
1,973
-26,135
47
$487K 0.18%
46,562
-16
48
$433K 0.16%
1,140
-18,971
49
$363K 0.13%
2,144
-815
50
$352K 0.13%
3,027
-95,250
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