MWA
MFA Wealth Advisors Portfolio holdings
AUM
$426M
This Quarter Return
+3.84%
1 Year Return
+11.29%
3 Year Return
+47.76%
5 Year Return
+95.86%
10 Year Return
–
AUM
$147M
AUM Growth
–
Cap. Flow
+$147M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
60.17%
Holding
56
New
56
Increased
–
Reduced
–
Closed
–
Top Buys
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
51
iShares Core US Aggregate Bond ETF
AGG
$131B
| $264K | 0.18% |
+2,432
| New | +$264K |
|
52
Federated Hermes
FHI
$4.12B
| $261K | 0.18% |
+7,500
| New | +$261K |
|
53
iShares MSCI EAFE ETF
EFA
$66B
| $261K | 0.18% |
+3,958
| New | +$261K |
|
54
iShares 1-3 Year Treasury Bond ETF
SHY
$24.5B
| $260K | 0.18% |
+3,106
| New | +$260K |
|
55
iShares TIPS Bond ETF
TIP
$13.6B
| $259K | 0.18% |
+2,294
| New | +$259K |
|
56
SPDR S&P 500 ETF Trust
SPY
$658B
| $205K | 0.14% |
+726
| New | +$205K |
|