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
$152M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$1.34M
3
+$1.15M
4
SYG
SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust
SYG
+$830K
5
GAL icon
SPDR SSGA Global Allocation ETF
GAL
+$753K

Top Sells

1
+$61.5K
2
+$36.2K
3
+$28.1K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$23.1K
5
SPBO icon
SPDR Portfolio Corporate Bond ETF
SPBO
+$19.8K

Sector Composition

1 Technology 1.9%
2 Financials 1.64%
3 Communication Services 1.12%
4 Consumer Discretionary 0.85%
5 Healthcare 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$261K 0.17%
+16,755
52
$247K 0.16%
5,735
53
$239K 0.16%
+2,253
54
$236K 0.15%
2,835
-277
55
$235K 0.15%
1,800
56
$231K 0.15%
+2,929
57
$222K 0.15%
+3,604
58
$221K 0.15%
9,650
59
$212K 0.14%
3,819
-60
1 2
3