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
$404M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$3.44M
3
+$2.14M
4
GS icon
Goldman Sachs
GS
+$1.99M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.41M

Top Sells

1
+$10.1M
2
+$5.65M
3
+$2.98M
4
GNRC icon
Generac Holdings
GNRC
+$1.51M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$709K

Sector Composition

1 Technology 5.19%
2 Financials 3.57%
3 Industrials 2.83%
4 Utilities 1.59%
5 Communication Services 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$273K 0.07%
1,055
+123
77
$257K 0.06%
691
+35
78
$252K 0.06%
1,801
+1
79
$238K 0.06%
+4,931
80
$235K 0.06%
407
81
$225K 0.06%
7,189
82
$222K 0.06%
+3,436
83
$222K 0.05%
+4,159
84
$217K 0.05%
+2,171
85
$211K 0.05%
+5,428
86
$210K 0.05%
862
87
$208K 0.05%
+995
88
$204K 0.05%
1,160
+78
89
– –
-290,864
90
– –
-3,278
1 2 3
4