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
151
$11K 0.01%
+70
152
$10.5K 0.01%
+181
153
$10.4K 0.01%
+327
154
$10.4K 0.01%
+250
155
$10.3K 0.01%
+35
156
$10.3K 0.01%
+54
157
$10.2K 0.01%
+301
158
$10.2K 0.01%
+107
159
$10.2K 0.01%
+111
160
$10.1K 0.01%
+84
161
$9.81K 0.01%
+356
162
$9.62K 0.01%
+51
163
$9.54K 0.01%
+45
164
$9.52K 0.01%
+398
165
$9.19K 0.01%
+394
166
$9.07K 0.01%
+81
167
$8.87K 0.01%
+154
168
$8.77K 0.01%
+459
169
$8.52K 0.01%
+33
170
$8.52K 0.01%
+105
171
$8.38K 0.01%
+256
172
$8.19K 0.01%
+27
173
$7.41K ﹤0.01%
+168
174
$7.38K ﹤0.01%
+24
175
$7.37K ﹤0.01%
+121
5 6
7
8 9