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
$152M
AUM Growth
+$19.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$1.34M
3
+$1.15M
4
SYG
SPDR MFS Systematic Growth Equity ETF of SSgA Active Trust
SYG
+$830K
5
GAL icon
SPDR SSGA Global Allocation ETF
GAL
+$753K

Top Sells

1
+$61.5K
2
+$36.2K
3
+$28.1K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$23.1K
5
SPBO icon
SPDR Portfolio Corporate Bond ETF
SPBO
+$19.8K

Sector Composition

1 Technology 1.9%
2 Financials 1.64%
3 Communication Services 1.12%
4 Consumer Discretionary 0.85%
5 Healthcare 0.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$22.1M 14.52%
121,660
+7,349
2
$15.9M 10.46%
839,025
+19,608
3
$14.1M 9.29%
368,063
+19,588
4
$12.6M 8.26%
1,108,878
+101,382
5
$9.38M 6.16%
305,063
+6,726
6
$6.5M 4.27%
141,604
+1,317
7
$6.14M 4.03%
147,283
+14,863
8
$5.55M 3.64%
82,718
+3,522
9
$4.69M 3.08%
176,460
+19,878
10
$4.26M 2.8%
74,594
+10,189
11
$4.14M 2.72%
152,804
+12,828
12
$3.42M 2.24%
+131,701
13
$2.86M 1.88%
39,545
+1,342
14
$2.72M 1.78%
81,586
+302
15
$2.69M 1.77%
102,924
+1,204
16
$2.35M 1.54%
162,043
+5,588
17
$2.28M 1.49%
22,519
+1,216
18
$2.09M 1.37%
84,312
+1,858
19
$1.77M 1.17%
95,229
-198
20
$1.71M 1.12%
9,357
+126
21
$1.38M 0.91%
65,234
+860
22
$1.37M 0.9%
6,560
-19
23
$1.3M 0.85%
24,800
+148
24
$1.29M 0.85%
13,560
-380
25
$1.21M 0.8%
16,065
+95
1
2 3