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
$457M
AUM Growth
-$339K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$20.2M
3
+$13.3M
4
AXP icon
American Express
AXP
+$6.58M
5
CRWD icon
CrowdStrike
CRWD
+$3.1M

Top Sells

1
+$30.7M
2
+$15.5M
3
+$15M
4
AMZN icon
Amazon
AMZN
+$4.27M
5
AAPL icon
Apple
AAPL
+$4.21M

Sector Composition

1 Technology 4.49%
2 Financials 2.93%
3 Industrials 2.71%
4 Energy 1.1%
5 Communication Services 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.01M 0.66%
18,174
+17,856
27
$2.96M 0.65%
56,484
+8,273
28
$2.66M 0.58%
52,148
-76
29
$2.44M 0.53%
16,027
+14,526
30
$2.32M 0.51%
4,295
-166
31
$2.26M 0.49%
15,124
-1,021
32
$2.26M 0.49%
31,462
-1,251
33
$2.23M 0.49%
3,818
+713
34
$2.17M 0.48%
8,305
-506
35
$1.97M 0.43%
17,076
-564
36
$1.92M 0.42%
5,953
-95,411
37
$1.36M 0.3%
22,074
-1,098
38
$1.21M 0.26%
14,585
39
$1.15M 0.25%
2,674
+44
40
$1.09M 0.24%
11,560
+4,834
41
$955K 0.21%
82,295
+46
42
$937K 0.2%
1,598
-26,503
43
$866K 0.19%
23,550
44
$829K 0.18%
927
-59
45
$816K 0.18%
1,772
-15
46
$764K 0.17%
4,102
-22,929
47
$603K 0.13%
2,874
+10
48
$601K 0.13%
1,600
49
$562K 0.12%
22,976
+461
50
$558K 0.12%
4,747
-34,734
1
2
3 4 5