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
$134M
AUM Growth
-$18.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$7.13M
3
+$2.52M
4
BSJL
Invesco BulletShares 2021 High Yield Corporate Bond ETF
BSJL
+$1.06M
5
MSFT icon
Microsoft
MSFT
+$930K

Top Sells

1
+$12.4M
2
+$7.76M
3
+$2.72M
4
ABBV icon
AbbVie
ABBV
+$1.1M
5
HYS icon
PIMCO 0-5 Year High Yield Corporate Bond Index Exchange-Traded Fund
HYS
+$1.04M

Sector Composition

1 Technology 2.05%
2 Financials 1.96%
3 Communication Services 1.04%
4 Industrials 0.7%
5 Consumer Discretionary 0.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.7M 15.43%
126,747
+5,087
2
$11M 8.23%
1,019,490
-89,388
3
$10.9M 8.1%
216,506
+209,120
4
$9.82M 7.32%
320,359
+15,296
5
$7.13M 5.31%
+180,068
6
$6.46M 4.81%
145,722
+4,118
7
$5.63M 4.2%
154,759
-213,304
8
$5.57M 4.15%
143,677
-3,606
9
$5.22M 3.89%
86,770
+4,052
10
$4.12M 3.07%
171,397
-5,063
11
$3.85M 2.87%
146,378
-6,426
12
$3.79M 2.82%
73,160
-1,434
13
$3.51M 2.61%
139,974
+8,273
14
$2.66M 1.98%
38,553
-992
15
$2.52M 1.88%
+119,353
16
$2.48M 1.85%
139,851
-699,174
17
$2.36M 1.76%
91,422
-11,502
18
$2.34M 1.75%
167,201
+5,158
19
$1.85M 1.38%
74,682
-9,630
20
$1.71M 1.27%
95,235
+6
21
$1.54M 1.15%
18,052
-4,467
22
$1.45M 1.08%
6,642
+82
23
$1.4M 1.04%
9,807
+450
24
$1.3M 0.97%
61,436
-3,798
25
$1.19M 0.89%
24,840
+40
1
2 3