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
$322M
AUM Growth
+$4.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1 +$19.8M
2 +$1.7M
3 +$1.21M
4
USRT icon
iShares Core US REIT ETF
USRT
+$1.03M
5
CPRT icon
Copart
CPRT
+$835K

Top Sells

1 +$18.9M
2 +$1.12M
3 +$1.04M
4
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$849K
5
SYY icon
Sysco
SYY
+$559K

Sector Composition

1 Technology 5.39%
2 Consumer Discretionary 3.47%
3 Financials 2.3%
4 Industrials 1.75%
5 Energy 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-59,808
77
-1,937
78
-1,800
79
-1,197
80
-29,741