MWA

MFA Wealth Advisors Portfolio holdings

AUM $508M
1-Year Est. Return 20.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.56%
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
+$33.3M
2
+$17.1M
3
+$13.3M
4
PANW icon
Palo Alto Networks
PANW
+$3.97M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.72M

Top Sells

1
+$33.7M
2
+$16.5M
3
+$11.5M
4
CRWD icon
CrowdStrike
CRWD
+$4.49M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.68M

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
51
$974K 0.21%
+6,022
52
$934K 0.2%
34,226
-1,236,488
53
$901K 0.2%
1,792
+20
54
$864K 0.19%
16,288
-31,849
55
$829K 0.18%
769
-123
56
$795K 0.17%
2,670
-139
57
$764K 0.17%
4,150
+110
58
$749K 0.16%
6,400
-76
59
$716K 0.16%
2,940
60
$673K 0.15%
8,173
-344
61
$668K 0.15%
4,621
62
$662K 0.14%
8,225
-5
63
$580K 0.13%
47,533
+22,179
64
$544K 0.12%
2,898
65
$539K 0.12%
21,839
-402
66
$535K 0.12%
7,082
+366
67
$532K 0.12%
1,084
-9,874
68
$526K 0.11%
1,884
-349
69
$525K 0.11%
18,536
-3,059
70
$512K 0.11%
1,822
+21
71
$481K 0.11%
655
+10
72
$463K 0.1%
2,783
73
$451K 0.1%
53,380
-11,684
74
$396K 0.09%
3,460
-14
75
$386K 0.08%
8,986
-1,429
1 2
3
4