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
$155M
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$7.68M
3
+$6.95M
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$5.97M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.93M

Top Sells

1
+$4.21M
2
+$4.16M
3
+$3.55M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.76M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2.25M

Sector Composition

1 Technology 7.75%
2 Financials 3.67%
3 Consumer Discretionary 3.4%
4 Industrials 3.12%
5 Communication Services 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$46K 0.03%
+469
77
$44.5K 0.03%
+4,250
78
$44.4K 0.03%
+683
79
$42.6K 0.03%
+150
80
$41.8K 0.03%
+159
81
$41.7K 0.03%
+2,876
82
$39.7K 0.03%
+136
83
$37.5K 0.02%
+284
84
$37.5K 0.02%
+127
85
$34.4K 0.02%
+377
86
$34.1K 0.02%
+875
87
$33.4K 0.02%
+559
88
$32.4K 0.02%
+923
89
$32.3K 0.02%
+71
90
$31.5K 0.02%
+832
91
$30.3K 0.02%
+781
92
$30.2K 0.02%
+82
93
$30K 0.02%
+7
94
$29.7K 0.02%
1,688
-31,556
95
$29.7K 0.02%
+877
96
$28.5K 0.02%
+580
97
$27.8K 0.02%
+622
98
$27.6K 0.02%
+548
99
$27.2K 0.02%
+221
100
$27.2K 0.02%
924
-141,466
2 3
4
5 6