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
$134M
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$7.13M
3
+$2.52M
4
BSJL
Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL
+$1.06M
5
MSFT icon
Microsoft
MSFT
+$930K

Top Sells

1
+$12.4M
2
+$7.76M
3
+$2.72M
4
ABBV icon
AbbVie
ABBV
+$1.1M
5
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$1.04M

Sector Composition

1 Technology 2.05%
2 Financials 1.96%
3 Communication Services 1.04%
4 Industrials 0.7%
5 Consumer Discretionary 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$215K 0.16%
1,800
52
$166K 0.12%
16,755
53
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-11,592
54
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-2,253
55
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-8,616
56
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-3,958
57
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-10,296
58
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-12,850
59
– –
-93,508
60
– –
-7,732
61
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-3,819
62
– –
-10,378
63
– –
-4,566
64
– –
-81,586
1 2
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