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
$304M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$9.95M
2
+$9.62M
3
+$5.12M
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$4.32M
5
SPTS icon
State Street SPDR Portfolio Short Term Treasury ETF
SPTS
+$2.47M

Top Sells

1
+$9.47M
2
+$9.28M
3
+$4.76M
4
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$3.84M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$843K

Sector Composition

1 Technology 6.12%
2 Consumer Discretionary 2.94%
3 Financials 1.73%
4 Energy 1.49%
5 Industrials 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-1,455
77
– –
-1,494
78
– –
-414
79
– –
-23,355
80
– –
-64,542
1 2 3
4