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
151
$46.7K 0.01%
169
152
$46.3K 0.01%
188
153
$46.1K 0.01%
3,607
154
$44.6K 0.01%
458
+65
155
$43.7K 0.01%
1,047
156
$42.1K 0.01%
355
157
$41.4K 0.01%
335
158
$40K 0.01%
1,008
+200
159
$39.7K 0.01%
1,500
160
$39.6K 0.01%
625
161
$38K 0.01%
40
+20
162
$37.1K 0.01%
1,274
163
$36.9K 0.01%
270
164
$36.4K 0.01%
193
165
$36.1K 0.01%
804
166
$35.9K 0.01%
414
167
$35.8K 0.01%
822
-41
168
$35.8K 0.01%
798
169
$35.5K 0.01%
139
170
$35K 0.01%
1,500
171
$34.9K 0.01%
129
+70
172
$34.6K 0.01%
83
-205
173
$34.3K 0.01%
420
174
$33.8K 0.01%
253
175
$33.7K 0.01%
83
5 6
7
8 9