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
176
$32.1K 0.01%
+808
177
$31.6K 0.01%
+1,500
178
$31.5K 0.01%
+501
179
$30.7K 0.01%
+193
180
$30.6K 0.01%
+393
181
$30.2K 0.01%
+253
182
$30K 0.01%
+1,500
183
$29.8K 0.01%
+767
184
$29.7K 0.01%
+132
185
$29.5K 0.01%
+1,054
186
$27.8K 0.01%
+115
187
$27.7K 0.01%
+220
188
$27.6K 0.01%
+270
189
$27.3K 0.01%
+600
190
$27.3K 0.01%
+816
191
$26.7K 0.01%
+83
192
$26.3K 0.01%
+184
193
$25.9K 0.01%
+428
194
$25.5K 0.01%
+66
195
$25K 0.01%
+100
196
$24K 0.01%
+54
197
$23.7K 0.01%
+1,300
198
$23.4K 0.01%
+1,768
199
$23K 0.01%
+441
200
$22.2K ﹤0.01%
+468
6 7
8
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