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
151
$46.8K 0.01%
+466
152
$46.8K 0.01%
+792
153
$46.3K 0.01%
+405
154
$45.6K 0.01%
+605
155
$45.5K 0.01%
+388
156
$44.7K 0.01%
+420
157
$42.8K 0.01%
+293
158
$42.5K 0.01%
+188
159
$41K 0.01%
+1,047
160
$40.8K 0.01%
+258
161
$40.3K 0.01%
+169
162
$38.8K 0.01%
+934
163
$38.3K 0.01%
+1,236
164
$37.4K 0.01%
+2,981
165
$37.1K 0.01%
+798
166
$36.9K 0.01%
+1,274
167
$36.5K 0.01%
+256
168
$36.2K 0.01%
+335
169
$34.7K 0.01%
+355
170
$34.7K 0.01%
+156
171
$33.5K 0.01%
+863
172
$33.2K 0.01%
+804
173
$33.1K 0.01%
+139
174
$33K 0.01%
+625
175
$32.4K 0.01%
+414
5 6
7
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