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
$322M
AUM Growth
+$4.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$19.8M
2
+$1.7M
3
+$1.21M
4
USRT icon
iShares Core US REIT ETF
USRT
+$1.03M
5
CPRT icon
Copart
CPRT
+$835K

Top Sells

1
+$18.9M
2
+$1.12M
3
+$1.04M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$849K
5
SYY icon
Sysco
SYY
+$559K

Sector Composition

1 Technology 5.39%
2 Consumer Discretionary 3.47%
3 Financials 2.3%
4 Industrials 1.75%
5 Energy 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$641K 0.2%
5,716
+998
52
$616K 0.19%
3,620
+1,140
53
$606K 0.19%
6,975
+987
54
$605K 0.19%
21,779
+5,665
55
$587K 0.18%
1,860
-8
56
$584K 0.18%
9,790
+5,884
57
$578K 0.18%
+2,431
58
$528K 0.16%
7,000
59
$491K 0.15%
1,201
-2,550
60
$490K 0.15%
21,903
-146
61
$455K 0.14%
1,664
+154
62
$452K 0.14%
3,629
+316
63
$444K 0.14%
16,565
64
$431K 0.13%
1,450
+57
65
$431K 0.13%
885
+64
66
$374K 0.12%
1,067
67
$321K 0.1%
15,579
68
$320K 0.1%
7,360
69
$300K 0.09%
+8,110
70
$276K 0.09%
1,014
+15
71
$274K 0.09%
2,555
-180
72
$261K 0.08%
3,959
-8,460
73
$211K 0.07%
4,596
-1,150
74
$202K 0.06%
2,430
75
– –
-14,751
1 2
3
4