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

Top Buys

1
+$6.47M
2
+$5.33M
3
+$2.7M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$2.61M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2.61M

Top Sells

1
+$2.31M
2
+$397K
3
+$380K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$314K
5
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$273K

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
– –
-11,012
56
– –
-11,490
57
– –
-2,873
58
– –
-171,736
59
– –
-8,122
60
– –
-3,117
1 2
3