MWA

MFA Wealth Advisors Portfolio holdings

AUM $473M
1-Year Est. Return 18.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$236M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$5.54M
3
+$2.87M
4
F icon
Ford
F
+$2.4M
5
ALB icon
Albemarle
ALB
+$1.47M

Top Sells

1
+$9.72M
2
+$4.39M
3
+$2.41M
4
DAL icon
Delta Air Lines
DAL
+$1.33M
5
LUV icon
Southwest Airlines
LUV
+$1.31M

Sector Composition

1 Technology 8.7%
2 Consumer Discretionary 4.6%
3 Industrials 2.79%
4 Financials 2.67%
5 Communication Services 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-159,506
1 2 3
4