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
$94.1M
AUM Growth
-$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.1M
3
+$479K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$284K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$188K

Top Sells

1
+$16.6M
2
+$16.4M
3
+$7.26M
4
DBEU icon
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
+$6.95M
5
VV icon
Vanguard Large-Cap ETF
VV
+$6.82M

Sector Composition

1 Technology 12.84%
2 Consumer Discretionary 6%
3 Financials 5.83%
4 Industrials 4.54%
5 Communication Services 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-781
77
– –
-137
78
– –
-548
79
– –
-31
80
– –
-101,048
81
– –
-70
82
– –
-160
83
– –
-47,665
84
– –
-23
85
– –
-86
86
– –
-238
87
– –
-8
88
– –
-7
89
– –
-70
90
– –
-81
91
– –
-832
92
– –
-114,620
93
– –
-140
94
– –
-140
95
– –
-154
96
– –
-83
97
– –
-4,273
98
– –
-631
99
– –
-258
100
– –
-18
2 3
4
5 6