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
$458M
AUM Growth
+$77.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$6.66M
2
+$3.78M
3
+$2.03M
4
V icon
Visa
V
+$946K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$803K

Top Sells

1
+$6.26M
2
+$2.52M
3
+$1.41M
4
USSG icon
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
+$1.18M
5
CRWD icon
CrowdStrike
CRWD
+$1.09M

Sector Composition

1 Technology 5.69%
2 Consumer Discretionary 3.21%
3 Industrials 2.09%
4 Financials 2.08%
5 Energy 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.03M 0.88%
178,947
-10,487
27
$3.72M 0.81%
15,751
-106
28
$3.14M 0.69%
108,919
+4,270
29
$3.08M 0.67%
45,590
+130
30
$2.67M 0.58%
13,003
+124
31
$2.65M 0.58%
52,224
-49,705
32
$2.61M 0.57%
48,211
+1,143
33
$2.49M 0.54%
18,811
+1,406
34
$2.13M 0.47%
16,145
+114
35
$2.08M 0.45%
32,713
+862
36
$1.77M 0.39%
17,640
-734
37
$1.75M 0.38%
19,844
+529
38
$1.74M 0.38%
8,811
+34
39
$1.62M 0.35%
4,461
-18
40
$1.45M 0.32%
3,105
+344
41
$1.24M 0.27%
23,172
+1,312
42
$1.18M 0.26%
14,585
43
$1.18M 0.26%
2,630
+2
44
$1.12M 0.25%
9,076
+266
45
$874K 0.19%
82,249
-46
46
$776K 0.17%
986
-1,049
47
$774K 0.17%
23,550
+2,400
48
$732K 0.16%
1,910
-2,843
49
$727K 0.16%
1,787
50
$643K 0.14%
6,726
+797
1
2
3 4 5