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
$313M
AUM Growth
+$77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$29.1M
3
+$15.5M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$11.3M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$9.63M

Top Sells

1
+$18.2M
2
+$8.15M
3
+$6.7M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$5.25M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$4.85M

Sector Composition

1 Technology 5.69%
2 Consumer Discretionary 3.31%
3 Industrials 2.75%
4 Financials 1.75%
5 Materials 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$570K 0.18%
17,454
-249,615
52
$559K 0.18%
16,400
53
$521K 0.17%
1,154
-647
54
$507K 0.16%
46,578
-24
55
$457K 0.15%
8,197
+1,580
56
$311K 0.1%
880
+108
57
$298K 0.1%
6,208
-1,947
58
$292K 0.09%
1,800
59
$292K 0.09%
9,634
-1,124
60
$247K 0.08%
3,315
61
$220K 0.07%
983
+122
62
$213K 0.07%
+7,810
63
$211K 0.07%
4,584
-1,580
64
$204K 0.07%
+3,535
65
$202K 0.06%
4,367
-1,191
66
– –
-5,550
67
– –
-1,204
68
– –
-5,931
69
– –
-20,095
70
– –
-5,841
71
– –
-4,245
72
– –
-50,219
73
– –
-23,821
74
– –
-1,584
75
– –
-5,500
1 2
3
4