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
+$52.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$5.33M
3
+$2.7M
4
FPE icon
First Trust Preferred Securities and Income ETF
FPE
+$2.61M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2.61M

Top Sells

1
+$2.31M
2
+$397K
3
+$380K
4
MUB icon
iShares National Muni Bond ETF
MUB
+$314K
5
CORP icon
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
CORP
+$273K

Sector Composition

1 Technology 1.9%
2 Healthcare 1.65%
3 Financials 1.63%
4 Communication Services 1.07%
5 Industrials 0.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.1M 9.91%
368,896
+36,929
2
$13.8M 9.08%
274,113
+46,220
3
$13.1M 8.62%
73,066
+12,662
4
$11.8M 7.73%
383,410
+49,943
5
$11.1M 7.26%
55,131
+2,772
6
$6.47M 4.26%
+371,649
7
$6.13M 4.03%
158,272
+11,302
8
$6.08M 4%
101,876
+12,365
9
$5.95M 3.91%
157,312
+469
10
$5.33M 3.5%
+472,530
11
$5.16M 3.39%
96,235
+20,393
12
$5.14M 3.38%
197,580
+18,453
13
$4.31M 2.83%
157,116
+24,490
14
$3.99M 2.62%
149,721
+7,806
15
$2.7M 1.78%
+37,439
16
$2.61M 1.72%
+137,185
17
$2.61M 1.72%
+141,087
18
$2.45M 1.61%
+115,888
19
$2.3M 1.51%
+85,226
20
$1.77M 1.16%
+70,102
21
$1.63M 1.07%
9,697
+345
22
$1.57M 1.03%
85,938
-9,069
23
$1.35M 0.89%
6,767
+47
24
$1.28M 0.84%
17,484
+793
25
$1.22M 0.8%
49,406
+15,426
1
2 3