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
$458M
AUM Growth
+$77.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$6.66M
2
+$3.78M
3
+$2.03M
4
V icon
Visa
V
+$946K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$803K

Top Sells

1
+$6.26M
2
+$2.52M
3
+$1.41M
4
USSG icon
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
+$1.18M
5
CRWD icon
CrowdStrike
CRWD
+$1.09M

Sector Composition

1 Technology 5.69%
2 Consumer Discretionary 3.21%
3 Industrials 2.09%
4 Financials 2.08%
5 Energy 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$124K 0.03%
+4,336
102
$124K 0.03%
+409
103
$121K 0.03%
+850
104
$120K 0.03%
+219
105
$119K 0.03%
+2,208
106
$114K 0.02%
+689
107
$108K 0.02%
+288
108
$101K 0.02%
+2,917
109
$99.7K 0.02%
+1,408
110
$96.2K 0.02%
+374
111
$95.9K 0.02%
+591
112
$95.6K 0.02%
+943
113
$87.8K 0.02%
+281
114
$87.4K 0.02%
+133
115
$86.2K 0.02%
+159
116
$86.1K 0.02%
+684
117
$85.7K 0.02%
+1,179
118
$82.1K 0.02%
+385
119
$81.8K 0.02%
+1,922
120
$80.9K 0.02%
+1,706
121
$80.8K 0.02%
+313
122
$80.3K 0.02%
+183
123
$77.3K 0.02%
+881
124
$77.3K 0.02%
+558
125
$75.1K 0.02%
+170
3 4
5
6 7