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
$103M
AUM Growth
-$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$5.97M
3
+$5.8M
4
VV icon
Vanguard Large-Cap ETF
VV
+$4.83M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.19M

Top Sells

1
+$17.6M
2
+$16.7M
3
+$11.3M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$7.84M
5
SLYG icon
State Street SPDR S&P 600 Small Cap Growth ETF
SLYG
+$7.29M

Sector Composition

1 Technology 11.32%
2 Industrials 5.21%
3 Financials 4.9%
4 Consumer Discretionary 4.23%
5 Communication Services 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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67
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