MWA
MFA Wealth Advisors Portfolio holdings
AUM $404M
AUM
$404M
AUM Growth
+$13.3M (+3%)
Cap. Flow
+$22.2M
Cap. Flow % of AUM
5.49%
Top 10 Holdings %Top 10 Hldgs %
60.55%
Holding
90
New
15
Increased
42
Reduced
20
Closed
2
Top Buys
| 1 | $15.9M | |
| 2 | $3.44M | |
| 3 | $2.14M | |
| 4 | $1.99M | |
| 5 | $1.41M |
Top Sells
| 1 | $10.1M | |
| 2 | $2.98M | |
| 3 | $1.51M | |
| 4 | $709K | |
| 5 | $547K |
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 | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $273K | 0.07% | 1,055 +123 | +13% | +$31.8K | |||
| $257K | 0.06% | 691 +35 | +5% | +$13K | |||
| $252K | 0.06% | 1,801 +1 | +0.1% | +$140 | |||
| $238K | 0.06% | 4,931 | New | +$238K | |||
| $235K | 0.06% | 407 | – | – | |||
| $225K | 0.06% | 3,008 | – | – | |||
| $222K | 0.06% | 3,436 | New | +$222K | |||
| $222K | 0.05% | 4,159 | New | +$222K | |||
| $217K | 0.05% | 2,171 | New | +$217K | |||
| $211K | 0.05% | 5,428 | New | +$211K | |||
| $210K | 0.05% | 862 | – | – | |||
| $208K | 0.05% | 995 | New | +$208K | |||
| $204K | 0.05% | 1,160 +78 | +7% | +$13.7K | |||
| $0 | 0% | 0 -290,864 | Closed | – | |||
| $0 | 0% | 0 -3,278 | Closed | – |
