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
$313M
AUM Growth
+$77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$30.9M
2
+$29.2M
3
+$15.7M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$11.2M
5
EMXC icon
iShares MSCI Emerging Markets ex China ETF
EMXC
+$9.8M

Top Sells

1
+$18.2M
2
+$8.66M
3
+$6.67M
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$5.25M
5
IWM icon
iShares Russell 2000 ETF
IWM
+$4.83M

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
– –
-5,500
77
– –
-6,162
78
– –
-1,494
79
– –
-28,588
80
– –
-118,182
81
– –
-6,691
82
– –
-6,844
83
– –
-210,901
1 2 3
4