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
$218M
AUM Growth
-$3.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$1.66M
3
+$1.52M
4
LUV icon
Southwest Airlines
LUV
+$1.31M
5
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$1M

Top Sells

1
+$4.81M
2
+$3.42M
3
+$2.31M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$814K
5
PGF icon
Invesco Financial Preferred ETF
PGF
+$648K

Sector Composition

1 Technology 7.88%
2 Industrials 4.38%
3 Consumer Discretionary 4.24%
4 Financials 2.79%
5 Communication Services 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$340K 0.16%
10,866
-3,810
52
$329K 0.15%
6,108
-1,013
53
$324K 0.15%
2,390
54
$307K 0.14%
5,500
55
$298K 0.14%
6,662
+1,158
56
$293K 0.13%
861
-33
57
$291K 0.13%
1,985
-204
58
$286K 0.13%
+858
59
$260K 0.12%
1,000
+267
60
$212K 0.1%
3,315
61
$211K 0.1%
772
-359
62
– –
-160,967
63
– –
-6,057
64
– –
-7,647
65
– –
-78,311
66
– –
-10,000
67
– –
-33,545
1 2
3