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
$404M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$3.44M
3
+$2.14M
4
GS icon
Goldman Sachs
GS
+$1.99M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.41M

Top Sells

1
+$10.1M
2
+$5.65M
3
+$2.98M
4
GNRC icon
Generac Holdings
GNRC
+$1.51M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$709K

Sector Composition

1 Technology 5.19%
2 Financials 3.57%
3 Industrials 2.83%
4 Utilities 1.59%
5 Communication Services 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.67M 0.91%
64,842
+2,495
27
$3.67M 0.91%
18,177
+17,067
28
$3.53M 0.87%
20,721
+881
29
$2.46M 0.61%
34,407
+39
30
$2.46M 0.61%
16,073
-202
31
$2.34M 0.58%
19,154
+439
32
$2.16M 0.53%
8,338
-426
33
$2.14M 0.53%
+71,878
34
$2.13M 0.53%
4,775
+598
35
$1.99M 0.49%
+3,650
36
$1.9M 0.47%
14,993
-11,918
37
$1.71M 0.42%
4,087
-115
38
$1.59M 0.39%
31,366
+6,731
39
$1.24M 0.31%
21,463
-141
40
$1.14M 0.28%
14,585
41
$1.13M 0.28%
15,757
+1,670
42
$1.08M 0.27%
2,885
+285
43
$1.04M 0.26%
3,359
-196
44
$977K 0.24%
+15,570
45
$965K 0.24%
1,811
+40
46
$960K 0.24%
23,550
47
$946K 0.23%
+7,901
48
$913K 0.23%
104,801
49
$877K 0.22%
1,617
-180
50
$784K 0.19%
4,121
-190
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