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
$103M
AUM Growth
-$34.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$5.97M
3
+$5.8M
4
VV icon
Vanguard Large-Cap ETF
VV
+$4.83M
5
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$4.19M

Top Sells

1
+$17.6M
2
+$16.7M
3
+$11.3M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$7.84M
5
SLYG icon
SPDR S&P 600 Small Cap Growth ETF
SLYG
+$7.29M

Sector Composition

1 Technology 11.32%
2 Industrials 5.21%
3 Financials 4.9%
4 Consumer Discretionary 4.23%
5 Communication Services 2.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.5M 12.13%
+94,857
2
$6.5M 6.31%
30,667
-24,743
3
$5.97M 5.8%
+51,759
4
$5.8M 5.63%
+177,824
5
$5.45M 5.29%
34,592
+25,624
6
$5.36M 5.21%
186,948
+33,690
7
$4.83M 4.69%
+40,889
8
$4.36M 4.23%
44,260
+37,420
9
$4.19M 4.07%
+142,390
10
$4.08M 3.96%
63,816
+48,524
11
$3.08M 2.99%
301,602
+279,294
12
$2.76M 2.68%
+14,474
13
$2.58M 2.51%
+229,972
14
$2.49M 2.42%
+40,053
15
$2.26M 2.19%
+103,966
16
$2.17M 2.1%
+22,855
17
$2.13M 2.07%
+100,759
18
$2.12M 2.06%
+40,710
19
$1.99M 1.93%
+52,533
20
$1.97M 1.91%
140,013
+128,214
21
$1.97M 1.91%
+13,297
22
$1.95M 1.89%
+46,281
23
$1.94M 1.88%
+16,890
24
$1.93M 1.88%
+20,030
25
$1.46M 1.41%
+120,707
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