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
176
$32.8K 0.01%
767
177
$32K 0.01%
485
+414
178
$31.8K 0.01%
784
+280
179
$30.6K 0.01%
184
180
$30.5K 0.01%
1,054
181
$30.2K 0.01%
1,286
+50
182
$29.7K 0.01%
132
183
$29.7K 0.01%
66
184
$28.7K 0.01%
468
185
$28.6K 0.01%
115
186
$28.3K 0.01%
428
187
$28.3K 0.01%
137
+77
188
$27.6K 0.01%
1,768
189
$27.4K 0.01%
258
+27
190
$27K 0.01%
220
191
$27K 0.01%
100
192
$26.5K 0.01%
54
193
$26.2K 0.01%
+1,142
194
$26.1K 0.01%
68
-944
195
$26K 0.01%
698
+90
196
$25.6K 0.01%
774
197
$25.5K 0.01%
+1,267
198
$24.8K 0.01%
82
+58
199
$24.5K 0.01%
163
-95
200
$24.4K 0.01%
153
6 7
8
9 10