MWA
MFA Wealth Advisors Portfolio holdings
AUM
$426M
1-Year Return
11.29%
This Quarter Return
+7.71%
1 Year Return
+11.29%
3 Year Return
+47.76%
5 Year Return
+95.86%
10 Year Return
–
AUM
$380M
AUM Growth
+$24.7M
(+7%)
Cap. Flow
+$4M
Cap. Flow
% of AUM
1.05%
Top 10 Holdings %
Top 10 Hldgs %
54.41%
Holding
99
New
11
Increased
38
Reduced
26
Closed
13
Top Buys
| 1 |
Vanguard Intermediate-Term Bond ETF
BIV
|
$9.97M |
| 2 |
VanEck Semiconductor ETF
SMH
|
$7.81M |
| 3 |
Invesco S&P MidCap Quality ETF
XMHQ
|
$6.97M |
| 4 |
Visa
V
|
$3.46M |
| 5 |
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
|
$1.01M |
Top Sells
| 1 |
SPDR Bloomberg Investment Grade Floating Rate ETF
FLRN
|
$8.67M |
| 2 |
Global X Lithium & Battery Tech ETF
LIT
|
$6.61M |
| 3 |
iShares S&P Mid-Cap 400 Growth ETF
IJK
|
$6.08M |
| 4 |
Goldman Sachs
GS
|
$3.41M |
| 5 |
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% |
