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
$318M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$10.3M
3
+$4.53M
4
NULG icon
Nuveen ESG Large-Cap Growth ETF
NULG
+$1.3M
5
GNRC icon
Generac Holdings
GNRC
+$902K

Top Sells

1
+$25.3M
2
+$13.4M
3
+$4.39M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.19M
5
ALB icon
Albemarle
ALB
+$809K

Sector Composition

1 Technology 5.33%
2 Consumer Discretionary 3.43%
3 Industrials 1.87%
4 Financials 1.77%
5 Energy 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$557K 0.18%
2,690
+642
52
$553K 0.17%
2,480
-3,627
53
$529K 0.17%
7,000
54
$491K 0.15%
22,049
+755
55
$487K 0.15%
16,114
+2,180
56
$465K 0.15%
+16,565
57
$461K 0.15%
1,510
-11
58
$460K 0.14%
1,393
-60
59
$396K 0.12%
3,313
+76
60
$388K 0.12%
9,548
+1,025
61
$372K 0.12%
15,579
62
$367K 0.12%
821
+66
63
$364K 0.11%
1,067
+40
64
$362K 0.11%
59,808
-24,153
65
$333K 0.1%
2,269
-3,590
66
$311K 0.1%
7,360
-490
67
$287K 0.09%
21,677
-16,209
68
$284K 0.09%
3,906
-2,194
69
$283K 0.09%
+999
70
$273K 0.09%
+2,632
71
$254K 0.08%
2,735
+100
72
$248K 0.08%
+5,746
73
$224K 0.07%
+1,937
74
$223K 0.07%
14,751
-7,595
75
$214K 0.07%
+1,800
1 2
3
4