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

Top Buys

1
+$732K
2
+$571K
3
+$344K
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$333K
5
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$314K

Top Sells

1
+$5.07M
2
+$2.7M
3
+$2.45M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2.38M
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
1 2
3