MWA

MFA Wealth Advisors Portfolio holdings

AUM $508M
1-Year Est. Return 20.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$94.1M
AUM Growth
-$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$3.39M
2
+$2.13M
3
+$463K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$283K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$187K

Top Sells

1
+$16.6M
2
+$16.4M
3
+$7.26M
4
DBEU icon
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
+$6.95M
5
VV icon
Vanguard Large-Cap ETF
VV
+$6.82M

Sector Composition

1 Technology 12.84%
2 Consumer Discretionary 6%
3 Financials 5.83%
4 Industrials 4.54%
5 Communication Services 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-13,986
202
– –
-3,391
203
– –
-377
204
– –
-218
205
– –
-55
206
– –
-100
207
– –
-580
208
– –
-11
209
– –
-300
210
– –
-17
211
– –
-250
212
– –
-174
213
– –
-33
214
– –
-140
215
– –
-34
216
– –
-111
217
– –
-785
218
– –
-100
219
– –
-30
220
– –
-1,624
221
– –
-724
222
– –
-221
223
– –
-14
224
– –
-42
225
– –
-1,250
7 8
9
10 11