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
$380M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$9.97M
2
+$7.81M
3
+$6.97M
4
V icon
Visa
V
+$3.46M
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$1.01M

Top Sells

1
+$8.67M
2
+$6.61M
3
+$6.08M
4
GS icon
Goldman Sachs
GS
+$3.41M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$1,000K

Sector Composition

1 Technology 6.2%
2 Consumer Discretionary 3.83%
3 Financials 2.57%
4 Industrials 2.15%
5 Energy 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$956K 0.25%
7,025
+97
52
$926K 0.24%
23,122
+458
53
$809K 0.21%
6,210
+246
54
$796K 0.21%
8,810
+430
55
$781K 0.21%
5,929
+1,184
56
$764K 0.2%
21,150
57
$757K 0.2%
9,321
+533
58
$751K 0.2%
1,787
-8
59
$699K 0.18%
2,073
+133
60
$655K 0.17%
2,480
+115
61
$649K 0.17%
13,195
+1,327
62
$604K 0.16%
60,082
+6,767
63
$592K 0.16%
1,653
+57
64
$556K 0.15%
3,637
+169
65
$524K 0.14%
22,025
+396
66
$489K 0.13%
2,890
-7
67
$451K 0.12%
2,960
-41
68
$423K 0.11%
2,700
69
$349K 0.09%
1,013
-1
70
$336K 0.09%
2,555
-12
71
$335K 0.09%
965
+125
72
$322K 0.08%
2,430
-30
73
$321K 0.08%
8,961
+760
74
$314K 0.08%
5,000
75
$290K 0.08%
1,501
1 2
3
4