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
-$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$738K
2
+$572K
3
+$348K
4
VGK icon
Vanguard FTSE Europe ETF
VGK
+$336K
5
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$318K

Top Sells

1
+$5.16M
2
+$2.7M
3
+$2.45M
4
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2.42M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$2.3M

Sector Composition

1 Technology 2.54%
2 Financials 2.27%
3 Healthcare 1.87%
4 Communication Services 1.38%
5 Industrials 0.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.7M 11.83%
377,251
+8,355
2
$14.8M 11.15%
288,487
+14,374
3
$12.4M 9.29%
402,016
+18,606
4
$11.8M 8.88%
63,260
-9,806
5
$11.3M 8.47%
53,429
-1,702
6
$6.55M 4.93%
370,437
-1,212
7
$6.52M 4.91%
107,102
+5,226
8
$6.11M 4.59%
160,490
+3,178
9
$6M 4.51%
162,159
+3,887
10
$5.62M 4.23%
102,348
+6,113
11
$5.24M 3.94%
199,564
+1,984
12
$4.05M 3.05%
143,950
-13,166
13
$3.96M 2.98%
148,315
-1,406
14
$2.92M 2.2%
150,770
+13,585
15
$1.83M 1.38%
9,508
-189
16
$1.58M 1.19%
84,321
-1,617
17
$1.43M 1.07%
6,704
-63
18
$1.34M 1.01%
17,832
+348
19
$1.22M 0.91%
9,072
-188
20
$1.2M 0.91%
4,733
21
$1.11M 0.83%
44,875
-4,531
22
$1.1M 0.83%
6,627
-61
23
$903K 0.68%
7,871
+1,917
24
$889K 0.67%
4,825
+1,381
25
$818K 0.62%
42,986
1
2 3