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
$458M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$34.6M
2
+$17.7M
3
+$14M
4
PANW icon
Palo Alto Networks
PANW
+$4.23M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.75M

Top Sells

1
+$33.8M
2
+$16.5M
3
+$11.5M
4
CRWD icon
CrowdStrike
CRWD
+$4.84M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.69M

Sector Composition

1 Technology 7.37%
2 Financials 4.73%
3 Utilities 1.99%
4 Industrials 1.86%
5 Communication Services 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMD icon
51
Advanced Micro Devices
AMD
$381B
$974K 0.21%
+6,022
SCHD icon
52
Schwab US Dividend Equity ETF
SCHD
$76.1B
$934K 0.2%
34,226
-1,236,488
BRK.B icon
53
Berkshire Hathaway Class B
BRK.B
$1.06T
$901K 0.2%
1,792
+20
IGSB icon
54
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$21.7B
$864K 0.19%
16,288
-31,849
KLAC icon
55
KLA
KLAC
$205B
$829K 0.18%
769
-123
VEEV icon
56
Veeva Systems
VEEV
$36B
$795K 0.17%
2,670
-139
NOW icon
57
ServiceNow
NOW
$138B
$764K 0.17%
4,150
+110
IWF icon
58
iShares Russell 1000 Growth ETF
IWF
$124B
$749K 0.16%
1,600
-19
GOOG icon
59
Alphabet (Google) Class C
GOOG
$4.02T
$716K 0.16%
2,940
SYY icon
60
Sysco
SYY
$37.6B
$673K 0.15%
8,173
-344
TJX icon
61
TJX Companies
TJX
$174B
$668K 0.15%
4,621
MGK icon
62
Vanguard Mega Cap Growth ETF
MGK
$32.2B
$662K 0.14%
1,645
-1
CLF icon
63
Cleveland-Cliffs
CLF
$8.15B
$580K 0.13%
47,533
+22,179
SPG icon
64
Simon Property Group
SPG
$59.8B
$544K 0.12%
2,898
VRP icon
65
Invesco Variable Rate Preferred ETF
VRP
$2.36B
$539K 0.12%
21,839
-402
NEE icon
66
NextEra Energy
NEE
$172B
$535K 0.12%
7,082
+366
CRWD icon
67
CrowdStrike
CRWD
$116B
$532K 0.12%
1,084
-9,874
TSM icon
68
TSMC
TSM
$1.78T
$526K 0.11%
1,884
-349
GNTX icon
69
Gentex
GNTX
$5.26B
$525K 0.11%
18,536
-3,059
ORCL icon
70
Oracle
ORCL
$550B
$512K 0.11%
1,822
+21
META icon
71
Meta Platforms (Facebook)
META
$1.56T
$481K 0.11%
655
+10
QCOM icon
72
Qualcomm
QCOM
$173B
$463K 0.1%
2,783
HLF icon
73
Herbalife
HLF
$1.7B
$451K 0.1%
53,380
-11,684
PLD icon
74
Prologis
PLD
$123B
$396K 0.09%
3,460
-14
SQM icon
75
Sociedad Química y Minera de Chile
SQM
$23B
$386K 0.08%
8,986
-1,429
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3
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