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
$458M
AUM Growth
+$77.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$6.66M
2
+$3.78M
3
+$2.03M
4
V icon
Visa
V
+$946K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$803K

Top Sells

1
+$6.26M
2
+$2.52M
3
+$1.41M
4
USSG icon
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
+$1.18M
5
CRWD icon
CrowdStrike
CRWD
+$1.09M

Sector Composition

1 Technology 5.69%
2 Consumer Discretionary 3.21%
3 Industrials 2.09%
4 Financials 2.08%
5 Energy 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$226K 0.05%
932
77
$211K 0.05%
5,033
-3,928
78
$209K 0.05%
+2,200
79
$205K 0.04%
+407
80
$199K 0.04%
+340
81
$195K 0.04%
+972
82
$194K 0.04%
+786
83
$190K 0.04%
+1,750
84
$187K 0.04%
583
-22
85
$184K 0.04%
+180
86
$182K 0.04%
488
-477
87
$177K 0.04%
+1,030
88
$176K 0.04%
1,100
-170
89
$170K 0.04%
+4,000
90
$160K 0.03%
+1,027
91
$159K 0.03%
+312
92
$158K 0.03%
+1,585
93
$156K 0.03%
+944
94
$151K 0.03%
2,500
-2,500
95
$151K 0.03%
4,473
-3,138
96
$147K 0.03%
+3,261
97
$142K 0.03%
+2,925
98
$136K 0.03%
+3,492
99
$129K 0.03%
+740
100
$127K 0.03%
+2,673
2 3
4
5 6