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
201
$23.8K 0.01%
264
202
$23.6K 0.01%
441
203
$23.5K 0.01%
266
-339
204
$23K 0.01%
1,417
205
$23K 0.01%
262
+100
206
$21.9K ﹤0.01%
320
207
$21.6K ﹤0.01%
+598
208
$21.2K ﹤0.01%
188
209
$21.2K ﹤0.01%
41
-86
210
$20.6K ﹤0.01%
452
211
$20.3K ﹤0.01%
410
212
$19.6K ﹤0.01%
140
213
$19.5K ﹤0.01%
88
214
$19.4K ﹤0.01%
170
215
$19.3K ﹤0.01%
268
216
$18.9K ﹤0.01%
135
217
$18.6K ﹤0.01%
356
-64
218
$17.8K ﹤0.01%
111
219
$17.8K ﹤0.01%
+90
220
$17.4K ﹤0.01%
35
-135
221
$17.2K ﹤0.01%
150
+1
222
$17.1K ﹤0.01%
100
223
$16.6K ﹤0.01%
332
+317
224
$16.5K ﹤0.01%
185
225
$16.1K ﹤0.01%
441
7 8
9
10 11