MWA
MFA Wealth Advisors Portfolio holdings
AUM
$473M
1-Year Est. Return
18.93%
This Fund
S&P 500
1 Year Est. Return
+18.93%
AUM
$473M
AUM Growth
+$15.3M
(+3.3%)
Holding
92
Top Buys
| 1 | +$3.15M | |
| 2 | +$1.61M | |
| 3 | +$1.5M | |
| 4 |
State Street SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
+$1.38M |
| 5 |
iShares Core S&P US Value ETF
IUSV
|
+$932K |
Top Sells
| 1 | +$3.05M | |
| 2 | +$1.94M | |
| 3 | +$1.04M | |
| 4 |
CrowdStrike
CRWD
|
+$532K |
| 5 |
PayPal
PYPL
|
+$499K |
Sector Composition
| 1 | Technology | 6.95% |
| 2 | Financials | 4.88% |
| 3 | Utilities | 2.04% |
| 4 | Industrials | 1.82% |
| 5 | Communication Services | 1.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
SNV
76
DELISTED
Synovus
SNV
| $321K | 0.07% |
6,421
-1,030
|
|
||
77
Invesco Variable Rate Preferred ETF
VRP
$2.42B
| $305K | 0.06% |
12,521
-9,318
|
|
||
78
Veeva Systems
VEEV
$29.9B
| $272K | 0.06% |
1,219
-1,451
|
|
||
79
Visa
V
$616B
| $256K | 0.05% |
729
-60
|
|
||
80
Walmart Inc
WMT
$1.02T
| $255K | 0.05% |
2,289
-281
|
|
||
81
Global Payments
GPN
$21.4B
| $242K | 0.05% |
3,122
-204
|
|
||
82
TotalEnergies
TTE
$171B
| $232K | 0.05% |
3,552
-791
|
|
||
83
Vanguard Value ETF
VTV
$171B
| $210K | 0.04% |
1,100
|
|
||
84
McKesson
MCK
$121B
| $200K | 0.04% |
+244
|
|
||
85
Westlake Corp
WLK
$13.5B
| – | – |
-2,916
|
|
||
|
86
CrowdStrike
CRWD
$93.8B
| – | – |
-1,084
|
|
||
87
DoorDash
DASH
$76.7B
| – | – |
-875
|
|
||
88
DuPont de Nemours
DD
$20.5B
| – | – |
-7,189
|
|
||
89
FedEx
FDX
$91B
| – | – |
-862
|
|
||
90
Generac Holdings
GNRC
$13.2B
| – | – |
-1,600
|
|
||
91
Lamb Weston
LW
$6.69B
| – | – |
-4,505
|
|
||
92
Stryker
SYK
$148B
| – | – |
-677
|
|