MWA

MFA Wealth Advisors Portfolio holdings

AUM $473M
1-Year Est. Return 18.93%
This Quarter Est. Return
1 Year Est. Return
+18.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$426M
AUM Growth
+$22.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$11.5M
2
+$8.64M
3
+$5.1M
4
SMH icon
VanEck Semiconductor ETF
SMH
+$4.7M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$4.33M

Top Sells

1
+$13.3M
2
+$7.52M
3
+$6.1M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$5.64M
5
XMHQ icon
Invesco S&P MidCap Quality ETF
XMHQ
+$4.02M

Sector Composition

1 Technology 6.99%
2 Financials 4.73%
3 Utilities 2.1%
4 Industrials 2.09%
5 Consumer Discretionary 1.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$363K 0.09%
969
77
$270K 0.06%
682
-9
78
$269K 0.06%
4,612
-319
79
$256K 0.06%
4,171
+735
80
$254K 0.06%
714
-463
81
$251K 0.06%
+2,570
82
$234K 0.05%
4,515
+356
83
$233K 0.05%
6,064
+636
84
$227K 0.05%
291
-75
85
$219K 0.05%
2,886
+715
86
$216K 0.05%
+875
87
$206K 0.05%
7,189
88
$193K 0.05%
+25,354
89
– –
-995
90
– –
-7,771
91
– –
-1,160
92
– –
-6,441
93
– –
-31,366
94
– –
-862
95
– –
-904
1 2 3
4