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
$304M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$9.95M
2
+$9.62M
3
+$5.12M
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$4.32M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$2.47M

Top Sells

1
+$9.47M
2
+$9.28M
3
+$4.76M
4
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$3.84M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$843K

Sector Composition

1 Technology 6.12%
2 Consumer Discretionary 2.94%
3 Financials 1.73%
4 Energy 1.49%
5 Industrials 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$570K 0.19%
4,571
+2,781
52
$558K 0.18%
7,000
-1,000
53
$536K 0.18%
83,961
+55,274
54
$494K 0.16%
+6,100
55
$484K 0.16%
+1,453
56
$472K 0.16%
21,294
+715
57
$434K 0.14%
+1,521
58
$430K 0.14%
+13,934
59
$418K 0.14%
+2,048
60
$375K 0.12%
+3,237
61
$367K 0.12%
+755
62
$361K 0.12%
15,579
63
$320K 0.11%
+8,523
64
$317K 0.1%
1,027
-6
65
$284K 0.09%
+5,796
66
$282K 0.09%
22,346
-3,866
67
$231K 0.08%
+2,635
68
$218K 0.07%
+7,850
69
$201K 0.07%
+1,353
70
$25K 0.01%
+67
71
– –
-189,438
72
– –
-195,442
73
– –
-17,420
74
– –
-6,520
75
– –
-2,200
1 2
3
4