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
$457M
AUM Growth
-$339K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$20.2M
3
+$13.3M
4
AXP icon
American Express
AXP
+$6.58M
5
CRWD icon
CrowdStrike
CRWD
+$3.1M

Top Sells

1
+$30.7M
2
+$15.5M
3
+$15M
4
AMZN icon
Amazon
AMZN
+$4.27M
5
AAPL icon
Apple
AAPL
+$4.21M

Sector Composition

1 Technology 4.49%
2 Financials 2.93%
3 Industrials 2.71%
4 Energy 1.1%
5 Communication Services 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$124K 0.03%
729
+40
102
$124K 0.03%
1,208
+327
103
$121K 0.03%
1,710
-43,880
104
$118K 0.03%
2,917
105
$115K 0.03%
199
-20
106
$114K 0.03%
943
107
$102K 0.02%
374
108
$101K 0.02%
205
-135
109
$97K 0.02%
591
110
$93.2K 0.02%
313
111
$90.6K 0.02%
684
112
$90.5K 0.02%
281
113
$87.3K 0.02%
183
114
$86.7K 0.02%
728
+472
115
$85.1K 0.02%
1,922
116
$83.5K 0.02%
558
117
$83K 0.02%
991
118
$82.7K 0.02%
159
119
$82.6K 0.02%
133
120
$81.6K 0.02%
395
+45
121
$81K 0.02%
3,683
122
$80K 0.02%
943
123
$79.9K 0.02%
385
124
$77.3K 0.02%
923
125
$74.5K 0.02%
1,133
3 4
5
6 7