MWA

MFA Wealth Advisors Portfolio holdings

AUM $508M
1-Year Est. Return 20.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$458M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$33.3M
2
+$17.1M
3
+$13.3M
4
PANW icon
Palo Alto Networks
PANW
+$3.97M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.72M

Top Sells

1
+$33.7M
2
+$16.5M
3
+$11.5M
4
CRWD icon
CrowdStrike
CRWD
+$4.49M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.68M

Sector Composition

1 Technology 7.37%
2 Financials 4.73%
3 Utilities 1.99%
4 Industrials 1.86%
5 Communication Services 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.68M 1.02%
63,580
+841
27
$4.6M 1%
40,790
+1,926
28
$4.46M 0.97%
60,696
+3,876
29
$4.23M 0.92%
+20,760
30
$4.04M 0.88%
205,251
+7,472
31
$3.75M 0.82%
17,373
+1,098
32
$3.48M 0.76%
7,831
-123
33
$3.05M 0.67%
14,599
-306
34
$2.81M 0.61%
26,759
-2,339
35
$2.45M 0.54%
4,909
+208
36
$2.2M 0.48%
17,795
+477
37
$2.2M 0.48%
18,421
+1,433
38
$2.17M 0.47%
32,735
+1,628
39
$2.08M 0.45%
21,513
+1,878
40
$1.58M 0.34%
35,088
-24,095
41
$1.45M 0.32%
14,585
42
$1.37M 0.3%
20,481
+4,134
43
$1.35M 0.29%
25,950
44
$1.28M 0.28%
5,839
-90
45
$1.24M 0.27%
3,911
-156
46
$1.16M 0.25%
20,317
-12,019
47
$1.15M 0.25%
19,625
+245
48
$1.05M 0.23%
3,181
49
$1.04M 0.23%
104,801
50
$987K 0.22%
10,576
+528
1
2
3 4