MWA

MFA Wealth Advisors Portfolio holdings

AUM $473M
1-Year Est. Return 18.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.93%
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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-12,850
54
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-93,508
55
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-7,732
56
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-3,819
57
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-10,378
58
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-4,566
59
– –
-81,586
60
– –
-11,592
61
– –
-2,253
62
– –
-8,616
63
– –
-3,958
64
– –
-10,296
1 2
3