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
$152M
AUM Growth
+$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$6.25M
2
+$5.12M
3
+$2.62M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$2.57M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2.52M

Top Sells

1
+$2.31M
2
+$380K
3
+$357K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$314K
5
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$267K

Sector Composition

1 Technology 1.9%
2 Healthcare 1.65%
3 Financials 1.63%
4 Communication Services 1.07%
5 Industrials 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$229K 0.15%
+2,764
52
$204K 0.13%
1,887
-172
53
$201K 0.13%
16,755
54
$16K 0.01%
+17
55
– –
-8,122
56
– –
-171,736
57
– –
-3,117
58
– –
-2,873
59
– –
-11,490
60
– –
-11,012
1 2
3