MWA

MFA Wealth Advisors Portfolio holdings

AUM $508M
1-Year Est. Return 20.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94.1M
AUM Growth
-$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$2.13M
3
+$463K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$283K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$187K

Top Sells

1
+$16.6M
2
+$16.4M
3
+$7.26M
4
DBEU icon
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
+$6.95M
5
VV icon
Vanguard Large-Cap ETF
VV
+$6.82M

Sector Composition

1 Technology 12.84%
2 Consumer Discretionary 6%
3 Financials 5.83%
4 Industrials 4.54%
5 Communication Services 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
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