MWA

MFA Wealth Advisors Portfolio holdings

AUM $473M
1-Year Est. Return 18.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.93%
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
$74.3K 0.02%
+2,195
128
$71.1K 0.02%
+923
129
$70.8K 0.02%
+943
130
$70.6K 0.02%
+127
131
$70.4K 0.02%
+3,683
132
$70.4K 0.02%
+2,913
133
$68.4K 0.01%
+1,133
134
$68.1K 0.01%
+350
135
$65.1K 0.01%
+281
136
$63K 0.01%
+2,500
137
$58.8K 0.01%
+376
138
$58.6K 0.01%
+1,584
139
$57.9K 0.01%
+318
140
$57.1K 0.01%
+720
141
$56.6K 0.01%
+382
142
$56.2K 0.01%
454
-2,101
143
$55.9K 0.01%
+101
144
$55.5K 0.01%
+3,607
145
$54.5K 0.01%
+1,200
146
$51.2K 0.01%
+205
147
$50K 0.01%
+247
148
$49.7K 0.01%
+2,900
149
$48.8K 0.01%
+500
150
$47.8K 0.01%
+460
4 5
6
7 8