MWA
MFA Wealth Advisors Portfolio holdings
AUM
$426M
1-Year Return
11.29%
This Quarter Return
-1.32%
1 Year Return
+11.29%
3 Year Return
+47.76%
5 Year Return
+95.86%
10 Year Return
–
AUM
$391M
AUM Growth
-$66.6M
(-15%)
Cap. Flow
-$60.4M
Cap. Flow
% of AUM
-15.47%
Top 10 Holdings %
Top 10 Hldgs %
58.85%
Holding
520
New
1
Increased
44
Reduced
18
Closed
439
Top Buys
Top Sells
| 1 |
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
|
$13.6M |
| 2 |
JPMorgan Ultra-Short Municipal Income ETF
JMST
|
$1.4M |
| 3 |
Vanguard Mega Cap Growth ETF
MGK
|
$824K |
| 4 |
Simon Property Group
SPG
|
$490K |
| 5 |
Invesco QQQ Trust
QQQ
|
$444K |
Sector Composition
| 1 | Technology | 5.72% |
| 2 | Financials | 3.56% |
| 3 | Industrials | 3.46% |
| 4 | Consumer Discretionary | 1.29% |
| 5 | Communication Services | 1.23% |
