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
$391M
AUM Growth
-$66.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$14.9M
2
+$6.65M
3
+$6.14M
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$3.65M
5
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$2.43M

Top Sells

1
+$13.6M
2
+$1.4M
3
+$824K
4
SPG icon
Simon Property Group
SPG
+$490K
5
QQQ icon
Invesco QQQ Trust
QQQ
+$444K

Sector Composition

1 Technology 5.72%
2 Financials 3.56%
3 Industrials 3.46%
4 Consumer Discretionary 1.29%
5 Communication Services 1.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$561K 0.14%
23,198
+222
52
$561K 0.14%
4,644
-103
53
$548K 0.14%
2,607
-267
54
$525K 0.13%
6,099
+5,371
55
$509K 0.13%
3,278
-773
56
$505K 0.13%
1,435
+1,062
57
$487K 0.12%
1,541
-425
58
$452K 0.12%
7,771
+3,531
59
$452K 0.12%
2,289
-768
60
$420K 0.11%
2,733
61
$418K 0.11%
8,165
-2,220
62
$361K 0.09%
4,727
+370
63
$343K 0.09%
1,052
-96
64
$311K 0.08%
493
+245
65
$300K 0.08%
1,800
66
$283K 0.07%
366
+24
67
$276K 0.07%
41,315
+6,287
68
$248K 0.06%
1,110
+138
69
$246K 0.06%
932
70
$246K 0.06%
6,765
-241
71
$243K 0.06%
862
72
$238K 0.06%
407
73
$236K 0.06%
656
-112
74
$229K 0.06%
7,189
75
$209K 0.05%
1,082
1 2
3
4 5