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
$457M
AUM Growth
-$339K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$20.2M
3
+$13.3M
4
AXP icon
American Express
AXP
+$6.58M
5
CRWD icon
CrowdStrike
CRWD
+$3.1M

Top Sells

1
+$30.7M
2
+$15.5M
3
+$15M
4
AMZN icon
Amazon
AMZN
+$4.27M
5
AAPL icon
Apple
AAPL
+$4.21M

Sector Composition

1 Technology 4.49%
2 Financials 2.93%
3 Industrials 2.71%
4 Energy 1.1%
5 Communication Services 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$541K 0.12%
1,966
-14,029
52
$531K 0.12%
3,057
-88
53
$496K 0.11%
4,051
+105
54
$495K 0.11%
2,960
55
$490K 0.11%
2,898
+198
56
$465K 0.1%
2,733
-207
57
$462K 0.1%
10,385
-321
58
$419K 0.09%
2,430
59
$373K 0.08%
2,954
-58
60
$340K 0.07%
4,357
+36
61
$307K 0.07%
1,800
62
$303K 0.07%
342
63
$292K 0.06%
7,006
+313
64
$277K 0.06%
768
-3
65
$269K 0.06%
1,790
+8
66
$268K 0.06%
7,189
67
$267K 0.06%
1,148
+43
68
$265K 0.06%
4,958
-75
69
$253K 0.06%
972
70
$252K 0.06%
35,028
+516
71
$250K 0.05%
4,240
72
$246K 0.05%
932
73
$236K 0.05%
862
74
$233K 0.05%
407
75
$231K 0.05%
2,200
1 2
3
4 5