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
$270M
AUM Growth
-$3.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$2.23M
3
+$1.13M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.01M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$805K

Top Sells

1
+$1.57M
2
+$1.42M
3
+$917K
4
VTHR icon
Vanguard Russell 3000 ETF
VTHR
+$625K
5
BA icon
Boeing
BA
+$578K

Sector Composition

1 Technology 4.42%
2 Consumer Discretionary 2.33%
3 Financials 1.64%
4 Energy 1.32%
5 Industrials 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.16M 0.8%
7,357
+2,078
27
$1.65M 0.61%
6,241
-244
28
$1.56M 0.58%
110,835
-4,884
29
$1.54M 0.57%
27,451
+312
30
$1.48M 0.55%
3,827
+200
31
$1.45M 0.54%
51,801
+2,446
32
$1.21M 0.45%
13,011
+154
33
$1.17M 0.43%
17,722
-305
34
$1.05M 0.39%
13,208
35
$996K 0.37%
4,479
36
$936K 0.35%
2,479
-3,773
37
$865K 0.32%
24,012
+197
38
$644K 0.24%
+8,000
39
$621K 0.23%
18,750
40
$537K 0.2%
63,004
+16,442
41
$523K 0.19%
1,973
-595
42
$513K 0.19%
7,244
43
$474K 0.18%
2,034
+61
44
$417K 0.15%
37,202
-139,800
45
$308K 0.11%
2,546
-4,782
46
$299K 0.11%
1,813
+773
47
$254K 0.09%
9,806
+578
48
$254K 0.09%
+3,594
49
$251K 0.09%
+2,769
50
$238K 0.09%
+1,443
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