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
$380M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$9.97M
2
+$7.81M
3
+$6.97M
4
V icon
Visa
V
+$3.46M
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$1.01M

Top Sells

1
+$8.67M
2
+$6.61M
3
+$6.08M
4
GS icon
Goldman Sachs
GS
+$3.41M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$1,000K

Sector Composition

1 Technology 6.2%
2 Consumer Discretionary 3.83%
3 Financials 2.57%
4 Industrials 2.15%
5 Energy 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.4M 1.16%
43,373
+380
27
$3.46M 0.91%
+12,389
28
$3.27M 0.86%
15,857
-258
29
$3.24M 0.85%
12,879
-252
30
$3.03M 0.8%
104,649
+4,490
31
$2.76M 0.73%
45,460
-390
32
$2.73M 0.72%
47,068
+1,691
33
$2.2M 0.58%
17,405
+5,402
34
$2.11M 0.56%
16,031
+168
35
$1.95M 0.51%
31,851
+1,109
36
$1.8M 0.47%
4,479
37
$1.78M 0.47%
18,374
-50
38
$1.55M 0.41%
2,035
+33
39
$1.55M 0.41%
6,693
+263
40
$1.54M 0.41%
8,777
-37
41
$1.52M 0.4%
4,753
-564
42
$1.47M 0.39%
19,315
+1,502
43
$1.26M 0.33%
2,761
+615
44
$1.18M 0.31%
23,988
45
$1.18M 0.31%
21,860
+137
46
$1.11M 0.29%
14,585
47
$1.11M 0.29%
2,628
-6
48
$1.09M 0.29%
8,456
+323
49
$992K 0.26%
3,779
+184
50
$983K 0.26%
82,295
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