MWA

MFA Wealth Advisors Portfolio holdings

AUM $426M
1-Year Est. Return 11.29%
This Quarter Est. Return
1 Year Est. Return
+11.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$147M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
56
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Financials 1.73%
2 Technology 1.69%
3 Healthcare 0.91%
4 Consumer Discretionary 0.7%
5 Industrials 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$264K 0.18%
+2,432
52
$261K 0.18%
+3,958
53
$261K 0.18%
+7,500
54
$260K 0.18%
+3,106
55
$259K 0.18%
+2,294
56
$205K 0.14%
+726