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
$380M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$9.97M
2
+$7.81M
3
+$6.97M
4
V icon
Visa
V
+$3.46M
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$1.01M

Top Sells

1
+$8.67M
2
+$6.61M
3
+$6.08M
4
GS icon
Goldman Sachs
GS
+$3.41M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$1,000K

Sector Composition

1 Technology 6.2%
2 Consumer Discretionary 3.83%
3 Financials 2.57%
4 Industrials 2.15%
5 Energy 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$275K 0.07%
+7,611
77
$256K 0.07%
1,937
-2
78
$250K 0.07%
862
79
$233K 0.06%
932
80
$231K 0.06%
7,189
81
$226K 0.06%
+1,800
82
$217K 0.06%
+452
83
$210K 0.06%
+605
84
$207K 0.05%
+266
85
$207K 0.05%
+1,270
86
$206K 0.05%
+809
87
– –
-1,693
88
– –
-5,792
89
– –
-1,497
90
– –
-2,515
91
– –
-2,400
92
– –
-8,832
93
– –
-76,795
94
– –
-2,767
95
– –
-129,730
96
– –
-7,054
97
– –
-3,282
98
– –
-6,489
99
– –
-16,565
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