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
$356M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$588K
2
+$584K
3
+$576K
4
KLAC icon
KLA
KLAC
+$536K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$502K

Top Sells

1
+$1.04M
2
+$705K
3
+$455K
4
ANSS
Ansys
ANSS
+$431K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$426K

Sector Composition

1 Technology 5.99%
2 Consumer Discretionary 3.62%
3 Financials 2.63%
4 Industrials 1.94%
5 Energy 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$339K 0.1%
8,201
+91
77
$336K 0.09%
2,567
+12
78
$315K 0.09%
1,014
79
$275K 0.08%
2,460
+30
80
$267K 0.08%
+3,282
81
$265K 0.07%
+1,693
82
$231K 0.07%
+3,008
83
$227K 0.06%
+2,515
84
$223K 0.06%
+1,497
85
$218K 0.06%
+862
86
$217K 0.06%
+932
87
$211K 0.06%
+1,939
88
$203K 0.06%
+7,054
89
– –
-1,450
90
– –
-15,579
91
– –
-7,269
92
– –
-4,596
1 2 3
4