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

Top Buys

1
+$15.7M
2
+$7.78M
3
+$6.96M
4
VV icon
Vanguard Large-Cap ETF
VV
+$5.74M
5
MSFT icon
Microsoft
MSFT
+$4.21M

Top Sells

1
+$17.6M
2
+$16.7M
3
+$11.6M
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
51
– –
-1,438
52
– –
-16,713
53
– –
-2,729
54
– –
-305,525
55
– –
-21,428
56
– –
-397,055
57
– –
-406,128
58
– –
-211,571
59
– –
-53,874
60
– –
-12,086
61
– –
-174,122
62
– –
-8,340
63
– –
-399,570
64
– –
-109,400
65
– –
-33,795
66
– –
-5,500
67
– –
-1,850
1 2
3