MWA

MFA Wealth Advisors Portfolio holdings

AUM $426M
1-Year Est. Return 11.29%
This Quarter Est. Return
1 Year Est. Return
+11.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$7.68M
3
+$6.95M
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$5.97M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.93M

Top Sells

1
+$4.21M
2
+$4.16M
3
+$3.55M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.76M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2.25M

Sector Composition

1 Technology 7.75%
2 Financials 3.67%
3 Consumer Discretionary 3.4%
4 Industrials 3.12%
5 Communication Services 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$119K 0.08%
+7,104
52
$117K 0.08%
+2,109
53
$106K 0.07%
+4,090
54
$104K 0.07%
+3,999
55
$98.7K 0.06%
+2,116
56
$94.6K 0.06%
+431
57
$93.3K 0.06%
+1,320
58
$86.8K 0.06%
+724
59
$82.1K 0.05%
16,755
60
$79.9K 0.05%
+1,486
61
$74.5K 0.05%
+702
62
$72.3K 0.05%
+483
63
$69.1K 0.04%
+7,280
64
$66.2K 0.04%
631
-40,079
65
$64.1K 0.04%
+342
66
$64K 0.04%
+535
67
$63K 0.04%
+2,587
68
$62.4K 0.04%
+880
69
$59.8K 0.04%
+390
70
$53.3K 0.03%
+3,582
71
$51.5K 0.03%
+446
72
$50.8K 0.03%
+1,250
73
$48.3K 0.03%
+111
74
$47.1K 0.03%
598
-3,782
75
$46.7K 0.03%
+536
1 2
3
4 5