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
$322M
AUM Growth
+$4.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$1.7M
3
+$1.21M
4
USRT icon
iShares Core US REIT ETF
USRT
+$1.03M
5
CPRT icon
Copart
CPRT
+$835K

Top Sells

1
+$18.9M
2
+$1.12M
3
+$1.04M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$849K
5
SYY icon
Sysco
SYY
+$559K

Sector Composition

1 Technology 5.39%
2 Consumer Discretionary 3.47%
3 Financials 2.3%
4 Industrials 1.75%
5 Energy 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.74M 0.85%
8,475
+547
27
$2.37M 0.74%
5,178
+3,715
28
$2.19M 0.68%
8,765
-199
29
$2.18M 0.68%
20,026
+5,521
30
$2.12M 0.66%
11,780
+2,955
31
$2.05M 0.64%
14,772
+3,466
32
$1.62M 0.5%
28,960
+1,248
33
$1.62M 0.5%
15,289
+531
34
$1.53M 0.48%
35,602
+19,386
35
$1.52M 0.47%
17,203
+1,139
36
$1.42M 0.44%
16,493
+2,599
37
$1.35M 0.42%
3,566
+1,987
38
$1.32M 0.41%
4,479
39
$1.24M 0.38%
6,079
+268
40
$1.19M 0.37%
2,131
-325
41
$1.03M 0.32%
+21,747
42
$979K 0.3%
24,686
+15,138
43
$912K 0.28%
5,447
+3,178
44
$875K 0.27%
14,585
-6,369
45
$867K 0.27%
3,775
+1,085
46
$811K 0.25%
82,295
47
$811K 0.25%
8,078
+5,446
48
$788K 0.24%
56,322
+34,645
49
$716K 0.22%
21,150
50
$705K 0.22%
7,269
+101
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