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
$276M
AUM Growth
+$6.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$7.78M
2
+$4.44M
3
+$3.84M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$1.56M
5
CHRW icon
C.H. Robinson
CHRW
+$963K

Top Sells

1
+$6.68M
2
+$6.59M
3
+$5.12M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$3.81M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.56M

Sector Composition

1 Technology 4.33%
2 Consumer Discretionary 2.25%
3 Financials 1.83%
4 Energy 1.52%
5 Industrials 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.03M 0.73%
194,202
+9,678
27
$1.75M 0.63%
3,600
-227
28
$1.67M 0.6%
26,192
-1,259
29
$1.56M 0.57%
+13,988
30
$1.33M 0.48%
12,920
-91
31
$1.31M 0.47%
6,020
-221
32
$1.12M 0.41%
13,208
33
$1.11M 0.4%
4,479
34
$963K 0.35%
+10,516
35
$947K 0.34%
25,650
+1,638
36
$843K 0.31%
+17,420
37
$743K 0.27%
8,000
38
$701K 0.25%
63,004
39
$686K 0.25%
7,078
-68,015
40
$681K 0.25%
18,750
41
$617K 0.22%
+6,520
42
$615K 0.22%
1,583
-896
43
$573K 0.21%
7,260
+16
44
$489K 0.18%
2,037
+3
45
$461K 0.17%
+20,579
46
$436K 0.16%
+15,579
47
$369K 0.13%
+3,794
48
$319K 0.12%
1,033
+200
49
$319K 0.12%
+2,332
50
$313K 0.11%
1,941
+128
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