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
$133M
AUM Growth
-$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1 +$738K
2 +$572K
3 +$348K
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$336K
5
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$318K

Top Sells

1 +$5.16M
2 +$2.7M
3 +$2.45M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2.42M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$2.3M

Sector Composition

1 Technology 2.54%
2 Financials 2.27%
3 Healthcare 1.87%
4 Communication Services 1.38%
5 Industrials 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-85,226
52
-1,887
53
-3,548
54
-115,888