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
126
$74.7K 0.02%
+991
127
$71.1K 0.02%
+923
128
$70.8K 0.02%
+943
129
$70.6K 0.02%
+127
130
$70.4K 0.02%
+3,683
131
$70.4K 0.02%
+2,913
132
$68.4K 0.01%
+1,133
133
$68.1K 0.01%
+350
134
$65.1K 0.01%
+281
135
$63K 0.01%
+2,500
136
$58.8K 0.01%
+376
137
$58.6K 0.01%
+1,584
138
$57.9K 0.01%
+318
139
$57.1K 0.01%
+720
140
$56.6K 0.01%
+382
141
$56.2K 0.01%
454
-2,101
142
$55.9K 0.01%
+101
143
$55.5K 0.01%
+3,607
144
$54.5K 0.01%
+1,200
145
$51.2K 0.01%
+205
146
$50K 0.01%
+247
147
$49.7K 0.01%
+2,900
148
$48.8K 0.01%
+500
149
$47.8K 0.01%
+460
150
$46.8K 0.01%
+457
4 5
6
7 8