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
$318M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$10.3M
3
+$4.53M
4
NULG icon
Nuveen ESG Large-Cap Growth ETF
NULG
+$1.3M
5
GNRC icon
Generac Holdings
GNRC
+$902K

Top Sells

1
+$25.3M
2
+$13.4M
3
+$4.39M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.19M
5
ALB icon
Albemarle
ALB
+$809K

Sector Composition

1 Technology 5.33%
2 Consumer Discretionary 3.43%
3 Industrials 1.87%
4 Financials 1.77%
5 Energy 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.56M 0.81%
7,928
+342
27
$2.35M 0.74%
8,964
-67
28
$2.16M 0.68%
14,505
+6,051
29
$1.73M 0.54%
3,751
+105
30
$1.72M 0.54%
14,758
+449
31
$1.67M 0.53%
27,712
+887
32
$1.63M 0.51%
11,306
+3,509
33
$1.44M 0.45%
16,064
+1,212
34
$1.42M 0.45%
8,825
+3,023
35
$1.38M 0.43%
2,456
-354
36
$1.31M 0.41%
13,894
+1,893
37
$1.3M 0.41%
+20,954
38
$1.15M 0.36%
5,811
+10
39
$1.12M 0.35%
29,741
+3,068
40
$941K 0.3%
4,479
41
$921K 0.29%
12,419
+985
42
$821K 0.26%
82,295
+19,291
43
$758K 0.24%
21,150
+2,400
44
$740K 0.23%
+16,216
45
$710K 0.22%
1,463
-9,060
46
$700K 0.22%
7,168
47
$696K 0.22%
+1,579
48
$636K 0.2%
1,868
-172
49
$604K 0.19%
5,988
-398
50
$579K 0.18%
4,718
+147
1
2
3 4