MWA
MFA Wealth Advisors Portfolio holdings
AUM
$426M
This Quarter Return
-18.26%
1 Year Return
+11.29%
3 Year Return
+47.76%
5 Year Return
+95.86%
10 Year Return
–
AUM
$103M
AUM Growth
+$103M
(-25%)
Cap. Flow
-$29.4M
Cap. Flow
% of AUM
-28.53%
Top 10 Holdings %
Top 10 Hldgs %
57.33%
Holding
67
New
25
Increased
10
Reduced
5
Closed
20
Top Buys
| 1 |
Vanguard Mid-Cap ETF
VO
|
$12.5M |
| 2 |
Vanguard Small-Cap ETF
VB
|
$5.97M |
| 3 |
iShares Core Dividend Growth ETF
DGRO
|
$5.8M |
| 4 |
Vanguard Large-Cap ETF
VV
|
$4.83M |
| 5 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$4.19M |
Top Sells
Sector Composition
| 1 | Technology | 11.32% |
| 2 | Industrials | 5.21% |
| 3 | Financials | 4.9% |
| 4 | Consumer Discretionary | 4.23% |
| 5 | Communication Services | 2.18% |
