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
$356M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$588K
2
+$584K
3
+$576K
4
KLAC icon
KLA
KLAC
+$536K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$502K

Top Sells

1
+$1.04M
2
+$705K
3
+$455K
4
ANSS
Ansys
ANSS
+$431K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$426K

Sector Composition

1 Technology 5.99%
2 Consumer Discretionary 3.62%
3 Financials 2.63%
4 Industrials 1.94%
5 Energy 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.41M 0.96%
8,832
+357
27
$2.91M 0.82%
100,159
-5,189
28
$2.61M 0.73%
16,115
+1,343
29
$2.41M 0.68%
13,131
+1,351
30
$2.23M 0.63%
4,585
+1,019
31
$2.22M 0.63%
45,377
+9,775
32
$2.19M 0.62%
8,814
+49
33
$2.01M 0.56%
15,863
+574
34
$1.81M 0.51%
30,742
+1,782
35
$1.79M 0.5%
18,424
+1,221
36
$1.55M 0.44%
12,003
-8,023
37
$1.54M 0.43%
17,813
+1,320
38
$1.5M 0.42%
4,479
39
$1.41M 0.4%
2,002
-129
40
$1.36M 0.38%
5,317
-130
41
$1.24M 0.35%
6,430
+351
42
$1.18M 0.33%
21,723
-24
43
$1.06M 0.3%
23,988
-698
44
$1.01M 0.28%
14,585
45
$990K 0.28%
2,634
+774
46
$973K 0.27%
2,146
+945
47
$907K 0.26%
8,133
+55
48
$891K 0.25%
82,295
49
$853K 0.24%
22,664
+885
50
$814K 0.23%
53,315
-3,007
1
2
3 4