MWA

MFA Wealth Advisors Portfolio holdings

AUM $458M
1-Year Est. Return 14.05%
This Quarter Est. Return
1 Year Est. Return
+14.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$313M
AUM Growth
+$77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$29.1M
3
+$15.5M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$11.3M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$9.63M

Top Sells

1
+$18.2M
2
+$8.15M
3
+$6.7M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$5.25M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$4.85M

Sector Composition

1 Technology 5.69%
2 Consumer Discretionary 3.31%
3 Industrials 2.75%
4 Financials 1.75%
5 Materials 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-6,162
77
– –
-1,494
78
– –
-28,588
79
– –
-2,390
80
– –
-118,182
81
– –
-6,691
82
– –
-6,844
83
– –
-210,901
1 2 3
4