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
$123M
AUM Growth
-$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$5.95M
2
+$951K
3
+$558K
4
MDYV icon
SPDR S&P 400 Mid Cap Value ETF
MDYV
+$399K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$360K

Top Sells

1
+$11.8M
2
+$6M
3
+$1.1M
4
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$544K
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$152K

Sector Composition

1 Financials 2.93%
2 Technology 2.93%
3 Healthcare 2.09%
4 Communication Services 1.35%
5 Consumer Discretionary 0.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.9M 12.91%
386,007
+8,756
2
$15.2M 12.38%
296,267
+7,780
3
$12.9M 10.52%
420,169
+18,153
4
$11.7M 9.56%
54,455
+1,026
5
$7M 5.7%
383,247
+12,810
6
$6.49M 5.28%
108,863
+1,761
7
$6.37M 5.18%
167,643
+7,153
8
$5.95M 4.84%
+380,873
9
$5.69M 4.63%
106,106
+3,758
10
$5.17M 4.21%
205,773
+6,209
11
$4.23M 3.44%
150,685
+2,370
12
$4.21M 3.43%
148,436
+4,486
13
$3.1M 2.53%
157,256
+6,486
14
$1.66M 1.35%
9,342
-166
15
$1.38M 1.13%
6,648
-56
16
$1.33M 1.09%
17,832
17
$1.25M 1.02%
9,003
-69
18
$1.2M 0.98%
48,776
+3,901
19
$1.05M 0.85%
55,542
-28,779
20
$1.04M 0.85%
8,072
+201
21
$953K 0.78%
4,925
+100
22
$951K 0.77%
+47,931
23
$879K 0.72%
4,733
24
$850K 0.69%
42,986
25
$825K 0.67%
14,736
+4,044
1
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