MWA

MFA Wealth Advisors Portfolio holdings

AUM $473M
1-Year Est. Return 18.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$270M
AUM Growth
-$3.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$3M
2
+$2.43M
3
+$1.13M
4
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.03M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$839K

Top Sells

1
+$1.96M
2
+$1.7M
3
+$917K
4
BA icon
Boeing
BA
+$733K
5
VTHR icon
Vanguard Russell 3000 ETF
VTHR
+$625K

Sector Composition

1 Technology 4.42%
2 Consumer Discretionary 2.33%
3 Financials 1.64%
4 Energy 1.32%
5 Industrials 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$235K 0.09%
+11,807
52
$225K 0.08%
1,505
-109
53
$222K 0.08%
833
-41
54
$210K 0.08%
+7,702
55
$209K 0.08%
414
+19
56
$206K 0.08%
+5,497
57
$100K 0.04%
+24,616
58
– –
-1,800
59
– –
-1,140
60
– –
-2,144
61
– –
-2,200
62
– –
-3,027
63
– –
-5,889
64
– –
-1,663
65
– –
-10,745
66
– –
-3,700
1 2
3