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
$155M
AUM Growth
+$51.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
256
New
Increased
Reduced
Closed

Top Buys

1
+$13.8M
2
+$7.68M
3
+$6.95M
4
XSOE icon
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
+$5.97M
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$4.93M

Top Sells

1
+$4.21M
2
+$4.16M
3
+$3.55M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$2.76M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2.25M

Sector Composition

1 Technology 7.75%
2 Financials 3.67%
3 Consumer Discretionary 3.4%
4 Industrials 3.12%
5 Communication Services 1.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.6M 10.71%
101,048
+6,191
2
$16.4M 10.63%
249,003
+208,950
3
$9.54M 6.16%
34,215
+3,548
4
$7.68M 4.97%
+57,123
5
$7.26M 4.69%
49,788
-1,971
6
$6.95M 4.49%
+252,282
7
$6.82M 4.41%
47,665
+6,776
8
$6.59M 4.26%
220,468
+199,451
9
$5.68M 3.67%
27,931
-6,661
10
$5.16M 3.34%
171,984
-14,964
11
$4.98M 3.22%
54,600
-9,216
12
$4.93M 3.18%
+285,624
13
$4.88M 3.16%
+249,860
14
$4.87M 3.15%
35,300
-8,960
15
$4.82M 3.12%
128,291
-49,533
16
$3.99M 2.58%
114,620
+103,824
17
$3.62M 2.34%
114,378
+10,412
18
$3.44M 2.22%
279,245
+49,273
19
$2.98M 1.92%
161,514
+143,550
20
$2.16M 1.4%
11,786
-1,511
21
$2.08M 1.34%
40,644
-5,637
22
$2.07M 1.34%
18,590
-1,440
23
$2.04M 1.32%
45,651
-6,882
24
$2.01M 1.3%
19,114
-3,741
25
$1.75M 1.13%
134,245
+13,538
1
2 3 4 5