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
$221M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$4.81M
3
+$4.13M
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$3.49M
5
PTON icon
Peloton Interactive
PTON
+$3.4M

Top Sells

1
+$11.6M
2
+$6.24M
3
+$4.78M
4
PGF icon
Invesco Financial Preferred ETF
PGF
+$3.78M
5
C icon
Citigroup
C
+$3.43M

Sector Composition

1 Technology 7.48%
2 Industrials 5.52%
3 Consumer Discretionary 4.73%
4 Financials 2.77%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$380K 0.17%
7,121
+2,327
52
$364K 0.16%
2,189
-1,125
53
$363K 0.16%
1,800
54
$349K 0.16%
2,390
-780
55
$316K 0.14%
5,500
56
$314K 0.14%
1,131
-102
57
$311K 0.14%
894
-286
58
$284K 0.13%
7,647
59
$276K 0.12%
5,504
-2,132
60
$214K 0.1%
+733
61
$210K 0.09%
+3,315
62
– –
-47,232
63
– –
-5,020
64
– –
-21,432
65
– –
-169,468
66
– –
-2,191
1 2
3