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
$133M
AUM Growth
-$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$11.5M
3
+$1.73M
4
VT icon
Vanguard Total World Stock ETF
VT
+$1.21M
5
META icon
Meta Platforms (Facebook)
META
+$746K

Top Sells

1
+$16.4M
2
+$6.87M
3
+$5.31M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$5.05M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.55M

Sector Composition

1 Technology 1.84%
2 Financials 1.77%
3 Communication Services 1.23%
4 Healthcare 0.88%
5 Consumer Discretionary 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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57
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58
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60
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61
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3