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
$458M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$34.6M
2
+$17.7M
3
+$14M
4
PANW icon
Palo Alto Networks
PANW
+$4.23M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.75M

Top Sells

1
+$33.8M
2
+$16.5M
3
+$11.5M
4
CRWD icon
CrowdStrike
CRWD
+$4.84M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.69M

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
XSMO icon
26
Invesco S&P SmallCap Momentum ETF
XSMO
$2.23B
$4.68M 1.02%
63,580
+841
XOM icon
27
Exxon Mobil
XOM
$547B
$4.6M 1%
40,790
+1,926
VO icon
28
Vanguard Mid-Cap ETF
VO
$94.9B
$4.46M 0.97%
15,174
+969
PANW icon
29
Palo Alto Networks
PANW
$132B
$4.23M 0.92%
+20,760
BITO icon
30
ProShares Bitcoin Strategy ETF
BITO
$2.54B
$4.04M 0.88%
205,251
+7,472
BA icon
31
Boeing
BA
$194B
$3.75M 0.82%
17,373
+1,098
TSLA icon
32
Tesla
TSLA
$1.47T
$3.48M 0.76%
7,831
-123
ITA icon
33
iShares US Aerospace & Defense ETF
ITA
$14.6B
$3.05M 0.67%
14,599
-306
XMHQ icon
34
Invesco S&P MidCap Quality ETF
XMHQ
$5.4B
$2.81M 0.61%
26,759
-2,339
LMT icon
35
Lockheed Martin
LMT
$133B
$2.45M 0.54%
4,909
+208
DUK icon
36
Duke Energy
DUK
$92.8B
$2.2M 0.48%
17,795
+477
IEI icon
37
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$2.2M 0.48%
18,421
+1,433
KO icon
38
Coca-Cola
KO
$304B
$2.17M 0.47%
32,735
+1,628
IEF icon
39
iShares 7-10 Year Treasury Bond ETF
IEF
$46B
$2.08M 0.45%
21,513
+1,878
CPRT icon
40
Copart
CPRT
$39.4B
$1.58M 0.34%
35,088
-24,095
NULG icon
41
Nuveen ESG Large-Cap Growth ETF
NULG
$1.97B
$1.45M 0.32%
14,585
PYPL icon
42
PayPal
PYPL
$53.1B
$1.37M 0.3%
20,481
+4,134
FHI icon
43
Federated Hermes
FHI
$4.14B
$1.35M 0.29%
25,950
AMZN icon
44
Amazon
AMZN
$2.55T
$1.28M 0.28%
5,839
-90
ERIE icon
45
Erie Indemnity
ERIE
$14.9B
$1.24M 0.27%
3,911
-156
DGS icon
46
WisdomTree Emerging Markets SmallCap Dividend Fund
DGS
$1.68B
$1.16M 0.25%
20,317
-12,019
USRT icon
47
iShares Core US REIT ETF
USRT
$3.38B
$1.15M 0.25%
19,625
+245
AVGO icon
48
Broadcom
AVGO
$1.63T
$1.05M 0.23%
3,181
VTRS icon
49
Viatris
VTRS
$14.8B
$1.04M 0.23%
104,801
VGT icon
50
Vanguard Information Technology ETF
VGT
$114B
$987K 0.22%
1,322
+66
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