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
$458M
AUM Growth
+$77.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$6.66M
2
+$3.78M
3
+$2.03M
4
V icon
Visa
V
+$946K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$803K

Top Sells

1
+$6.26M
2
+$2.52M
3
+$1.41M
4
USSG icon
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
+$1.18M
5
CRWD icon
CrowdStrike
CRWD
+$1.09M

Sector Composition

1 Technology 5.69%
2 Consumer Discretionary 3.21%
3 Industrials 2.09%
4 Financials 2.08%
5 Energy 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$586K 0.13%
2,940
+50
52
$583K 0.13%
1,600
-473
53
$547K 0.12%
3,145
-3,880
54
$543K 0.12%
2,960
55
$539K 0.12%
22,515
+490
56
$524K 0.11%
2,864
-3,829
57
$488K 0.11%
3,946
-4,510
58
$430K 0.09%
10,706
-12,416
59
$410K 0.09%
2,700
60
$390K 0.09%
2,430
61
$378K 0.08%
1,012
-1
62
$359K 0.08%
34,512
-25,570
63
$338K 0.07%
3,012
-3,198
64
$310K 0.07%
342
+76
65
$309K 0.07%
1,105
-1,375
66
$308K 0.07%
4,321
-5,000
67
$273K 0.06%
1,501
68
$273K 0.06%
6,693
-6,502
69
$262K 0.06%
771
-882
70
$258K 0.06%
862
71
$258K 0.06%
1,782
-1,855
72
$254K 0.06%
1,800
73
$246K 0.05%
+4,240
74
$242K 0.05%
1,956
+19
75
$242K 0.05%
7,189
1 2
3
4 5