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
$236M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$10.1M
2 +$5.74M
3 +$2.71M
4
BITO icon
ProShares Bitcoin Strategy ETF
BITO
+$2.3M
5
ALB icon
Albemarle
ALB
+$1.39M

Top Sells

1 +$9.72M
2 +$3.89M
3 +$2.41M
4
DAL icon
Delta Air Lines
DAL
+$1.31M
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