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
$206M
AUM Growth
+$93.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$12.6M
3
+$8.57M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$7.36M
5
WM icon
Waste Management
WM
+$5.5M

Top Sells

1
+$12.8M
2
+$689K
3
+$113K
4
WTTR icon
Select Water Solutions
WTTR
+$69K
5
ERIE icon
Erie Indemnity
ERIE
+$55.3K

Sector Composition

1 Technology 7.75%
2 Industrials 6.6%
3 Financials 4.52%
4 Consumer Discretionary 3.11%
5 Communication Services 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$342K 0.17%
10,649
+4,300
52
$317K 0.15%
21,432
+3,242
53
$316K 0.15%
1,800
54
$315K 0.15%
1,233
+88
55
$308K 0.15%
+5,500
56
$297K 0.14%
+2,191
57
$268K 0.13%
7,647
58
$238K 0.12%
+4,794
59
$220K 0.11%
+5,020
60
– –
-36,065
61
– –
-16,755
1 2
3