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
$236M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$5.74M
3
+$2.71M
4
BITO icon
ProShares Bitcoin Strategy ETF
BITO
+$2.3M
5
ALB icon
Albemarle
ALB
+$1.39M

Top Sells

1
+$9.72M
2
+$3.89M
3
+$2.41M
4
DAL icon
Delta Air Lines
DAL
+$1.31M
5
LUV icon
Southwest Airlines
LUV
+$1.31M

Sector Composition

1 Technology 8.7%
2 Consumer Discretionary 4.6%
3 Industrials 2.79%
4 Financials 2.67%
5 Communication Services 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$416K 0.18%
+8,155
52
$413K 0.17%
1,204
+346
53
$390K 0.17%
6,617
+509
54
$378K 0.16%
6,164
-63,449
55
$352K 0.15%
+6,844
56
$341K 0.14%
1,800
57
$339K 0.14%
10,758
-108
58
$329K 0.14%
2,390
59
$315K 0.13%
5,500
60
$314K 0.13%
+6,691
61
$289K 0.12%
861
62
$274K 0.12%
+5,558
63
$241K 0.1%
+4,245
64
$237K 0.1%
3,315
65
$235K 0.1%
1,584
-401
66
$231K 0.1%
772
67
$223K 0.09%
5,659
-33,343
68
$205K 0.09%
+1,494
69
$204K 0.09%
+5,841
70
– –
-3,374
71
– –
-54,120
72
– –
-25,496
73
– –
-1,000
74
– –
-22,395
75
– –
-6,662
1 2
3
4