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
$404M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$3.44M
3
+$2.14M
4
GS icon
Goldman Sachs
GS
+$1.99M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.41M

Top Sells

1
+$10.1M
2
+$5.65M
3
+$2.98M
4
GNRC icon
Generac Holdings
GNRC
+$1.51M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$709K

Sector Composition

1 Technology 5.19%
2 Financials 3.57%
3 Industrials 2.83%
4 Utilities 1.59%
5 Communication Services 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$683K 0.17%
858
+5
52
$664K 0.16%
2,865
+258
53
$630K 0.16%
+1,226
54
$622K 0.15%
8,292
+3,565
55
$620K 0.15%
912
+419
56
$578K 0.14%
1,600
57
$575K 0.14%
23,721
+523
58
$566K 0.14%
4,644
59
$533K 0.13%
3,181
+751
60
$524K 0.13%
60,669
+19,354
61
$481K 0.12%
+2,898
62
$462K 0.11%
2,960
63
$456K 0.11%
7,771
64
$455K 0.11%
+19,536
65
$447K 0.11%
6,441
+342
66
$435K 0.11%
2,833
+100
67
$433K 0.11%
+6,109
68
$412K 0.1%
1,177
-364
69
$365K 0.09%
2,199
-90
70
$362K 0.09%
7,740
-425
71
$361K 0.09%
+3,225
72
$354K 0.09%
8,908
+2,143
73
$317K 0.08%
969
-83
74
$302K 0.07%
366
75
$282K 0.07%
904
-531
1 2
3
4