MWA
MFA Wealth Advisors Portfolio holdings
AUM
$426M
This Quarter Return
+5.61%
1 Year Return
+11.29%
3 Year Return
+47.76%
5 Year Return
+95.86%
10 Year Return
–
AUM
$221M
AUM Growth
+$221M
(+7.4%)
Cap. Flow
+$3.76M
Cap. Flow
% of AUM
1.7%
Top 10 Holdings %
Top 10 Hldgs %
50.76%
Holding
66
New
7
Increased
14
Reduced
29
Closed
5
Top Buys
| 1 |
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
|
$12.5M |
| 2 |
Vanguard Short-Term Treasury ETF
VGSH
|
$4.81M |
| 3 |
Invesco Variable Rate Preferred ETF
VRP
|
$4.13M |
| 4 |
ARK Genomic Revolution ETF
ARKG
|
$3.49M |
| 5 |
Peloton Interactive
PTON
|
$3.4M |
Top Sells
| 1 |
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
|
$11.6M |
| 2 |
Schwab US TIPS ETF
SCHP
|
$6.24M |
| 3 |
Schwab Intermediately-Term US Treasury ETF
SCHR
|
$4.78M |
| 4 |
Invesco Financial Preferred ETF
PGF
|
$3.78M |
| 5 |
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% |
