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
176
$7.23K ﹤0.01%
+2,781
177
$7.05K ﹤0.01%
+111
178
$7.05K ﹤0.01%
+300
179
$7.03K ﹤0.01%
+946
180
$6.9K ﹤0.01%
+32
181
$6.89K ﹤0.01%
+137
182
$6.84K ﹤0.01%
+125
183
$6.84K ﹤0.01%
+29
184
$6.78K ﹤0.01%
+86
185
$6.76K ﹤0.01%
+135
186
$6.73K ﹤0.01%
+140
187
$6.69K ﹤0.01%
+247
188
$6.59K ﹤0.01%
+1,624
189
$6.58K ﹤0.01%
+108
190
$6.29K ﹤0.01%
+140
191
$6.2K ﹤0.01%
+17
192
$5.87K ﹤0.01%
+421
193
$5.86K ﹤0.01%
+160
194
$5.73K ﹤0.01%
+29
195
$5.64K ﹤0.01%
+752
196
$5.56K ﹤0.01%
+107
197
$5.48K ﹤0.01%
+89
198
$5.45K ﹤0.01%
+174
199
$5.14K ﹤0.01%
+295
200
$5.01K ﹤0.01%
+97
6 7
8
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