MWA

MFA Wealth Advisors Portfolio holdings

AUM $426M
1-Year Est. Return 11.29%
This Quarter Est. Return
1 Year Est. Return
+11.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$155M
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$7.68M
3
+$6.95M
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$5.97M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.93M

Top Sells

1
+$4.21M
2
+$4.16M
3
+$3.55M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.76M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2.25M

Sector Composition

1 Technology 7.75%
2 Financials 3.67%
3 Consumer Discretionary 3.4%
4 Industrials 3.12%
5 Communication Services 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$26.8K 0.02%
+200
102
$26.7K 0.02%
+1,687
103
$25.3K 0.02%
+1,000
104
$24.2K 0.02%
+247
105
$23.9K 0.02%
+262
106
$23.9K 0.02%
+324
107
$23.2K 0.02%
+636
108
$23K 0.01%
+136
109
$22.8K 0.01%
+612
110
$22.4K 0.01%
+204
111
$22.2K 0.01%
+129
112
$22.1K 0.01%
+858
113
$21.2K 0.01%
+39
114
$21.1K 0.01%
+316
115
$21.1K 0.01%
+52
116
$21K 0.01%
+83
117
$20.8K 0.01%
+457
118
$20.5K 0.01%
+305
119
$20.4K 0.01%
+785
120
$19.7K 0.01%
411
-24,060
121
$19.5K 0.01%
+3,215
122
$19.4K 0.01%
+462
123
$18.9K 0.01%
+113
124
$18.9K 0.01%
+218
125
$18.3K 0.01%
+195
3 4
5
6 7