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
$458M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$34.6M
2
+$17.7M
3
+$14M
4
PANW icon
Palo Alto Networks
PANW
+$4.23M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.75M

Top Sells

1
+$33.8M
2
+$16.5M
3
+$11.5M
4
CRWD icon
CrowdStrike
CRWD
+$4.84M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.69M

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
SNV
76
DELISTED
Synovus
SNV
$366K 0.08%
7,451
-615
NEM icon
77
Newmont
NEM
$125B
$329K 0.07%
3,904
-708
GPN icon
78
Global Payments
GPN
$21.3B
$276K 0.06%
+3,326
V icon
79
Visa
V
$631B
$269K 0.06%
789
+75
GNRC icon
80
Generac Holdings
GNRC
$9.44B
$268K 0.06%
1,600
-1,391
WMT icon
81
Walmart Inc
WMT
$954B
$265K 0.06%
2,570
LW icon
82
Lamb Weston
LW
$6.07B
$262K 0.06%
4,505
-10
TTE icon
83
TotalEnergies
TTE
$141B
$259K 0.06%
4,343
+172
SYK icon
84
Stryker
SYK
$139B
$250K 0.05%
677
-5
DASH icon
85
DoorDash
DASH
$90.3B
$238K 0.05%
875
DD icon
86
DuPont de Nemours
DD
$18.3B
$234K 0.05%
7,189
LLY icon
87
Eli Lilly
LLY
$925B
$233K 0.05%
306
+15
WLK icon
88
Westlake Corp
WLK
$11.3B
$225K 0.05%
2,916
+30
VTV icon
89
Vanguard Value ETF
VTV
$164B
$205K 0.04%
+1,100
FDX icon
90
FedEx
FDX
$73.7B
$203K 0.04%
+862
MGV icon
91
Vanguard Mega Cap Value ETF
MGV
$11.2B
– –
-125,779
ALB icon
92
Albemarle
ALB
$20.5B
– –
-20,593
EEM icon
93
iShares MSCI Emerging Markets ETF
EEM
$23B
– –
-238,002
LIT icon
94
Global X Lithium & Battery Tech ETF
LIT
$1.62B
– –
-6,064
LPLA icon
95
LPL Financial
LPLA
$30.3B
– –
-969
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