MWA

MFA Wealth Advisors Portfolio holdings

AUM $426M
1-Year Est. Return 11.29%
This Quarter Est. Return
1 Year Est. Return
+11.29%
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
LPLA icon
76
LPL Financial
LPLA
$27B
$363K 0.09%
969
SYK icon
77
Stryker
SYK
$143B
$270K 0.06%
682
-9
NEM icon
78
Newmont
NEM
$99.7B
$269K 0.06%
4,612
-319
TTE icon
79
TotalEnergies
TTE
$133B
$256K 0.06%
4,171
+735
V icon
80
Visa
V
$664B
$254K 0.06%
714
-463
WMT icon
81
Walmart
WMT
$859B
$251K 0.06%
+2,570
LW icon
82
Lamb Weston
LW
$9.06B
$234K 0.05%
4,515
+356
LIT icon
83
Global X Lithium & Battery Tech ETF
LIT
$1.3B
$233K 0.05%
6,064
+636
LLY icon
84
Eli Lilly
LLY
$720B
$227K 0.05%
291
-75
WLK icon
85
Westlake Corp
WLK
$9.65B
$219K 0.05%
2,886
+715
DASH icon
86
DoorDash
DASH
$112B
$216K 0.05%
+875
DD icon
87
DuPont de Nemours
DD
$33.3B
$206K 0.05%
3,008
CLF icon
88
Cleveland-Cliffs
CLF
$6.59B
$193K 0.05%
+25,354
ABBV icon
89
AbbVie
ABBV
$406B
– –
-995
ACN icon
90
Accenture
ACN
$148B
– –
-904
FDX icon
91
FedEx
FDX
$56.1B
– –
-862
JMST icon
92
JPMorgan Ultra-Short Municipal Income ETF
JMST
$4.68B
– –
-31,366
NVO icon
93
Novo Nordisk
NVO
$242B
– –
-6,441
PNC icon
94
PNC Financial Services
PNC
$70.4B
– –
-1,160
VGSH icon
95
Vanguard Short-Term Treasury ETF
VGSH
$22.8B
– –
-7,771
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