MWA

MFA Wealth Advisors Portfolio holdings

AUM $458M
1-Year Est. Return 14.05%
This Quarter Est. Return
1 Year Est. Return
+14.05%
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
State Street 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
– –
-115,888
52
– –
-23,648
53
– –
-11,903
54
– –
-37,439
1 2
3