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
$304M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$9.95M
2
+$9.62M
3
+$5.12M
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$4.32M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$2.47M

Top Sells

1
+$9.47M
2
+$9.28M
3
+$4.76M
4
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$3.84M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$843K

Sector Composition

1 Technology 6.12%
2 Consumer Discretionary 2.94%
3 Financials 1.73%
4 Energy 1.49%
5 Industrials 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.87M 0.62%
9,031
+7,064
27
$1.72M 0.57%
3,646
+46
28
$1.66M 0.55%
26,825
+633
29
$1.65M 0.54%
14,309
+321
30
$1.43M 0.47%
14,852
+1,932
31
$1.35M 0.44%
6,107
+87
32
$1.31M 0.43%
2,810
+1,227
33
$1.19M 0.39%
13,208
34
$1.19M 0.39%
12,001
+1,485
35
$1.07M 0.35%
5,801
+3,860
36
$1.04M 0.34%
4,479
37
$997K 0.33%
26,673
+1,023
38
$958K 0.32%
7,797
+4,003
39
$913K 0.3%
8,454
+5,743
40
$883K 0.29%
11,434
+7,897
41
$822K 0.27%
5,802
+3,470
42
$804K 0.26%
+5,859
43
$753K 0.25%
18,750
44
$737K 0.24%
18,006
+10,635
45
$711K 0.23%
7,168
+90
46
$610K 0.2%
37,886
+26,522
47
$606K 0.2%
63,004
48
$594K 0.2%
+6,386
49
$588K 0.19%
2,040
+3
50
$575K 0.19%
7,260
1
2
3 4