MWA

MFA Wealth Advisors Portfolio holdings

AUM $473M
1-Year Est. Return 18.93%
This Quarter Est. Return
1 Year Est. Return
+18.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$426M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$8.64M
3
+$5.1M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$4.7M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$4.33M

Top Sells

1
+$13.3M
2
+$7.52M
3
+$6.1M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$5.64M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$4.02M

Sector Composition

1 Technology 6.99%
2 Financials 4.73%
3 Utilities 2.1%
4 Industrials 2.09%
5 Consumer Discretionary 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.27M 1%
62,739
+47,169
27
$4.25M 1%
197,779
-6,148
28
$4.19M 0.98%
38,864
-2,112
29
$3.97M 0.93%
14,205
+13,150
30
$3.82M 0.9%
21,666
-8,554
31
$3.41M 0.8%
16,275
-4,446
32
$2.9M 0.68%
59,183
-5,659
33
$2.86M 0.67%
29,098
-40,964
34
$2.81M 0.66%
14,905
-1,168
35
$2.54M 0.6%
48,137
-142,469
36
$2.53M 0.59%
7,954
-384
37
$2.2M 0.52%
31,107
-3,300
38
$2.18M 0.51%
4,701
-74
39
$2.04M 0.48%
17,318
-1,836
40
$2.02M 0.47%
+16,988
41
$1.88M 0.44%
+19,635
42
$1.79M 0.42%
32,336
-240,974
43
$1.41M 0.33%
4,067
-20
44
$1.37M 0.32%
14,585
45
$1.3M 0.31%
5,929
+1,808
46
$1.29M 0.3%
20,593
+4,836
47
$1.21M 0.29%
+16,347
48
$1.15M 0.27%
25,950
+2,400
49
$1.1M 0.26%
19,380
-2,083
50
$1.09M 0.26%
1,918
+692
1
2
3 4