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
$457M
AUM Growth
-$339K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$20.2M
3
+$13.3M
4
AXP icon
American Express
AXP
+$6.58M
5
CRWD icon
CrowdStrike
CRWD
+$3.1M

Top Sells

1
+$30.7M
2
+$15.5M
3
+$15M
4
AMZN icon
Amazon
AMZN
+$4.27M
5
AAPL icon
Apple
AAPL
+$4.21M

Sector Composition

1 Technology 4.49%
2 Financials 2.93%
3 Industrials 2.71%
4 Energy 1.1%
5 Communication Services 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$226K 0.05%
7,672
-101,247
77
$200K 0.04%
1,082
+55
78
$200K 0.04%
1,758
-198
79
$192K 0.04%
248
-4,939
80
$192K 0.04%
1,100
81
$186K 0.04%
584
+1
82
$183K 0.04%
4,000
83
$174K 0.04%
880
-150
84
$170K 0.04%
979
+35
85
$158K 0.03%
3,492
86
$154K 0.03%
486
-2
87
$154K 0.03%
3,261
88
$150K 0.03%
180
89
$149K 0.03%
2,500
90
$148K 0.03%
1,755
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91
$148K 0.03%
642
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92
$143K 0.03%
850
93
$142K 0.03%
2,673
94
$138K 0.03%
4,632
+159
95
$135K 0.03%
4,336
96
$132K 0.03%
373
-36
97
$131K 0.03%
740
98
$130K 0.03%
2,208
99
$126K 0.03%
216
-96
100
$125K 0.03%
875
-875
2 3
4
5 6