MWA

MFA Wealth Advisors Portfolio holdings

AUM $473M
1-Year Est. Return 18.93%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.93%
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
201
$22.2K ﹤0.01%
+468
202
$21.4K ﹤0.01%
+774
203
$20.7K ﹤0.01%
+1,417
204
$20.7K ﹤0.01%
+320
205
$20.5K ﹤0.01%
+264
206
$20.1K ﹤0.01%
+188
207
$20.1K ﹤0.01%
+149
208
$20.1K ﹤0.01%
+420
209
$19.4K ﹤0.01%
+335
210
$19.2K ﹤0.01%
+410
211
$19.2K ﹤0.01%
+100
212
$19.2K ﹤0.01%
+452
213
$18.5K ﹤0.01%
+140
214
$18.1K ﹤0.01%
+268
215
$18K ﹤0.01%
+298
216
$17.9K ﹤0.01%
+504
217
$17.7K ﹤0.01%
+170
218
$17.7K ﹤0.01%
+135
219
$17.2K ﹤0.01%
+267
220
$16.9K ﹤0.01%
+200
221
$16.8K ﹤0.01%
+153
222
$16.7K ﹤0.01%
+1,000
223
$16.6K ﹤0.01%
+231
224
$16.1K ﹤0.01%
+83
225
$15.7K ﹤0.01%
+20