MWA

MFA Wealth Advisors Portfolio holdings

AUM $473M
1-Year Est. Return 18.93%
This Quarter Est. Return
1 Year Est. Return
+18.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$426M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$8.64M
3
+$5.1M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$4.7M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$4.33M

Top Sells

1
+$13.3M
2
+$7.52M
3
+$6.1M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$5.64M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$4.02M

Sector Composition

1 Technology 6.99%
2 Financials 4.73%
3 Utilities 2.1%
4 Industrials 2.09%
5 Consumer Discretionary 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$936K 0.22%
104,801
52
$877K 0.21%
3,181
53
$861K 0.2%
1,772
-39
54
$833K 0.2%
1,256
-361
55
$831K 0.19%
4,040
-250
56
$809K 0.19%
2,809
-56
57
$799K 0.19%
892
-20
58
$687K 0.16%
1,619
+19
59
$645K 0.15%
8,517
+225
60
$603K 0.14%
1,646
-1,713
61
$571K 0.13%
4,621
-23
62
$561K 0.13%
65,064
+4,395
63
$544K 0.13%
22,241
-1,480
64
$522K 0.12%
2,940
-20
65
$506K 0.12%
2,233
+34
66
$476K 0.11%
645
+238
67
$475K 0.11%
21,595
+2,059
68
$466K 0.11%
6,716
+607
69
$466K 0.11%
2,898
70
$443K 0.1%
2,783
-50
71
$428K 0.1%
2,991
-12,002
72
$417K 0.1%
8,066
+326
73
$394K 0.09%
1,801
74
$367K 0.09%
10,415
+1,507
75
$365K 0.09%
3,474
+249
1 2
3
4