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
126
$73.3K 0.02%
605
+139
127
$69.5K 0.02%
454
128
$66.8K 0.01%
+671
129
$66.7K 0.01%
1,706
130
$65.2K 0.01%
591
-19,253
131
$63.3K 0.01%
2,500
132
$62.5K 0.01%
101
133
$62K 0.01%
720
134
$61.6K 0.01%
305
-15,446
135
$61.2K 0.01%
1,200
+600
136
$59.5K 0.01%
382
137
$58K 0.01%
1,584
138
$57K 0.01%
205
139
$56.7K 0.01%
1,200
140
$55.4K 0.01%
376
141
$54.8K 0.01%
500
142
$52.8K 0.01%
457
143
$52.1K 0.01%
247
144
$51.2K 0.01%
2,820
-80
145
$50K 0.01%
460
146
$49.8K 0.01%
+994
147
$48.3K 0.01%
934
148
$48K 0.01%
+706
149
$47.5K 0.01%
293
150
$47K 0.01%
388
4 5
6
7 8