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
$318M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$10.3M
3
+$4.53M
4
NULG icon
Nuveen ESG Large-Cap Growth ETF
NULG
+$1.3M
5
GNRC icon
Generac Holdings
GNRC
+$902K

Top Sells

1
+$25.3M
2
+$13.4M
3
+$4.39M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.19M
5
ALB icon
Albemarle
ALB
+$809K

Sector Composition

1 Technology 5.33%
2 Consumer Discretionary 3.43%
3 Industrials 1.87%
4 Financials 1.77%
5 Energy 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$211K 0.07%
+2,430
77
$202K 0.06%
1,197
-156
78
– –
-67
79
– –
-13,208
80
– –
-18,006
81
– –
-250,911
82
– –
-5,796
83
– –
-7,260
1 2 3
4