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
$133M
AUM Growth
-$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$17.5M
2
+$11.3M
3
+$1.64M
4
VT icon
Vanguard Total World Stock ETF
VT
+$1.19M
5
META icon
Meta Platforms (Facebook)
META
+$736K

Top Sells

1
+$15.9M
2
+$6.87M
3
+$5.29M
4
SCHH icon
Schwab US REIT ETF
SCHH
+$5.16M
5
SCHG icon
Schwab US Large-Cap Growth ETF
SCHG
+$1.55M

Sector Composition

1 Technology 1.84%
2 Financials 1.77%
3 Communication Services 1.23%
4 Healthcare 0.88%
5 Consumer Discretionary 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.8M 14.2%
114,311
+105,988
2
$14.5M 10.95%
819,417
+640,398
3
$13.3M 10.02%
348,475
-13,827
4
$10.7M 8.06%
1,007,496
-124,416
5
$9.17M 6.91%
298,337
+15,828
6
$6.1M 4.6%
140,287
+37,646
7
$5.88M 4.43%
132,420
-9,890
8
$4.7M 3.54%
79,196
-11,268
9
$4.33M 3.26%
156,582
-15,817
10
$3.87M 2.92%
64,405
+9,350
11
$3.79M 2.86%
139,976
-4,318
12
$2.83M 2.13%
38,203
+482
13
$2.7M 2.03%
81,284
+156
14
$2.65M 2%
101,720
-2,264
15
$2.25M 1.7%
156,455
+11,794
16
$2.14M 1.61%
21,303
-4,271
17
$2.04M 1.54%
82,454
+830
18
$1.68M 1.26%
95,427
-55,983
19
$1.64M 1.23%
9,231
+4,154
20
$1.29M 0.97%
6,579
-114
21
$1.27M 0.96%
64,374
-261,844
22
$1.19M 0.89%
+15,970
23
$1.16M 0.88%
11,553
+66
24
$1.14M 0.86%
24,652
-1,192
25
$1.11M 0.83%
13,940
-580
1
2 3