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
201
$4.89K ﹤0.01%
+1,996
202
$4.87K ﹤0.01%
+31
203
$4.83K ﹤0.01%
+25
204
$4.78K ﹤0.01%
+3
205
$4.75K ﹤0.01%
+34
206
$4.57K ﹤0.01%
+23
207
$4.55K ﹤0.01%
+150
208
$3.8K ﹤0.01%
+170
209
$3.73K ﹤0.01%
+95
210
$3.7K ﹤0.01%
+288
211
$3.63K ﹤0.01%
+31
212
$3.59K ﹤0.01%
+24
213
$3.5K ﹤0.01%
+30
214
$3.33K ﹤0.01%
+96
215
$3.29K ﹤0.01%
+15
216
$3.23K ﹤0.01%
+55
217
$3K ﹤0.01%
+126
218
$2.97K ﹤0.01%
+21
219
$2.9K ﹤0.01%
+25
220
$2.77K ﹤0.01%
+15
221
$2.75K ﹤0.01%
+83
222
$2.72K ﹤0.01%
+23
223
$2.5K ﹤0.01%
+44
224
$2.43K ﹤0.01%
+41
225
$2.31K ﹤0.01%
+101
7 8
9
10 11