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
$94.1M
AUM Growth
-$60.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
254
New
Increased
Reduced
Closed

Top Buys

1
+$3.42M
2
+$2.1M
3
+$479K
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$284K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$188K

Top Sells

1
+$16.6M
2
+$16.4M
3
+$7.26M
4
DBEU icon
Xtrackers MSCI Europe Hedged Equity ETF
DBEU
+$6.95M
5
VV icon
Vanguard Large-Cap ETF
VV
+$6.82M

Sector Composition

1 Technology 12.84%
2 Consumer Discretionary 6%
3 Financials 5.83%
4 Industrials 4.54%
5 Communication Services 2.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.1M 11.83%
35,752
+1,537
2
$9.79M 10.41%
72,711
+15,588
3
$7.22M 7.68%
214,593
-5,875
4
$6.09M 6.48%
52,624
-1,976
5
$5.61M 5.96%
26,679
-1,252
6
$5.58M 5.93%
181,212
+9,228
7
$5.39M 5.73%
34,260
-1,040
8
$5.18M 5.5%
280,818
-4,806
9
$4.83M 5.13%
121,378
-6,913
10
$4.64M 4.93%
115,804
+1,426
11
$4.19M 4.45%
255,573
+5,713
12
$3.42M 3.63%
+182,441
13
$2.31M 2.45%
18,604
+14
14
$2.15M 2.29%
19,592
+478
15
$2M 2.12%
12,095
+309
16
$1.8M 1.91%
146,200
+11,955
17
$1.79M 1.9%
41,446
+802
18
$1.61M 1.71%
46,928
+1,277
19
$1.04M 1.11%
13,677
20
$998K 1.06%
4,747
21
$948K 1.01%
11,750
-5,173
22
$936K 0.99%
14,814
+171
23
$702K 0.75%
27,341
24
$689K 0.73%
46,487
25
$581K 0.62%
1,888
-55
1
2 3 4 5