MWA

MFA Wealth Advisors Portfolio holdings

AUM $508M
1-Year Est. Return 20.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$458M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$33.3M
2
+$17.1M
3
+$13.3M
4
PANW icon
Palo Alto Networks
PANW
+$3.97M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.72M

Top Sells

1
+$33.7M
2
+$16.5M
3
+$11.5M
4
CRWD icon
CrowdStrike
CRWD
+$4.49M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.68M

Sector Composition

1 Technology 7.37%
2 Financials 4.73%
3 Utilities 1.99%
4 Industrials 1.86%
5 Communication Services 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$366K 0.08%
7,451
-615
77
$329K 0.07%
3,904
-708
78
$276K 0.06%
+3,326
79
$269K 0.06%
789
+75
80
$268K 0.06%
1,600
-1,391
81
$265K 0.06%
2,570
82
$262K 0.06%
4,505
-10
83
$259K 0.06%
4,343
+172
84
$250K 0.05%
677
-5
85
$238K 0.05%
875
86
$234K 0.05%
7,189
87
$233K 0.05%
306
+15
88
$225K 0.05%
2,916
+30
89
$205K 0.04%
+1,100
90
$203K 0.04%
+862
91
– –
-20,593
92
– –
-238,002
93
– –
-6,064
94
– –
-969
95
– –
-125,779
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