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
$391M
AUM Growth
-$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$6.65M
3
+$6.14M
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$3.65M
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$2.43M

Top Sells

1
+$13.6M
2
+$1.4M
3
+$824K
4
SPG icon
Simon Property Group
SPG
+$490K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$444K

Sector Composition

1 Technology 5.72%
2 Financials 3.56%
3 Industrials 3.46%
4 Consumer Discretionary 1.29%
5 Communication Services 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.17M 1.07%
26,911
+3,829
27
$3.99M 1.02%
21,096
+2,922
28
$3.58M 0.92%
62,347
+5,863
29
$3.54M 0.91%
8,764
+459
30
$3.51M 0.9%
19,840
+3,813
31
$2.37M 0.61%
16,275
+1,151
32
$2.14M 0.55%
34,368
+2,906
33
$2.03M 0.52%
4,177
+359
34
$2.02M 0.52%
18,715
+1,639
35
$1.73M 0.44%
4,202
-93
36
$1.3M 0.33%
104,801
+22,506
37
$1.25M 0.32%
14,585
38
$1.25M 0.32%
24,635
-27,513
39
$1.24M 0.32%
21,604
-470
40
$1.22M 0.31%
3,555
-2,398
41
$1.21M 0.31%
14,087
+2,527
42
$1.12M 0.29%
1,797
+199
43
$1.1M 0.28%
2,600
-74
44
$968K 0.25%
23,550
45
$946K 0.24%
4,311
+209
46
$904K 0.23%
853
-74
47
$803K 0.21%
1,771
-1
48
$643K 0.16%
1,600
49
$564K 0.14%
2,960
50
$563K 0.14%
2,430
1
2
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