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
126
$17.3K 0.01%
+198
127
$17K 0.01%
+338
128
$17K 0.01%
+191
129
$17K 0.01%
+282
130
$16.7K 0.01%
+274
131
$16.6K 0.01%
+4,273
132
$16.2K 0.01%
+142
133
$15.8K 0.01%
17
134
$15.7K 0.01%
+227
135
$15.5K 0.01%
+170
136
$15.5K 0.01%
+169
137
$15.3K 0.01%
+492
138
$15.2K 0.01%
+42
139
$14.6K 0.01%
+335
140
$14.1K 0.01%
+475
141
$14K 0.01%
+902
142
$13.1K 0.01%
+258
143
$13.1K 0.01%
+238
144
$12.9K 0.01%
+60
145
$12.8K 0.01%
+100
146
$12.5K 0.01%
+238
147
$12.4K 0.01%
+86
148
$12.4K 0.01%
+250
149
$12.2K 0.01%
+140
150
$11.3K 0.01%
+196
4 5
6
7 8