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
$112M
AUM Growth
+$18.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
45
New
Increased
Reduced
Closed

Top Buys

1
+$716K
2
+$676K
3
+$416K
4
NULC icon
Nuveen ESG Large-Cap ETF
NULC
+$349K
5
NUEM icon
Nuveen ESG Emerging Markets Equity ETF
NUEM
+$256K

Top Sells

1
+$702K
2
+$39K
3
+$36K
4
SHOP icon
Shopify
SHOP
+$22.6K
5
MMM icon
3M
MMM
+$16.9K

Sector Composition

1 Technology 12.1%
2 Financials 6.57%
3 Consumer Discretionary 5.37%
4 Industrials 4.87%
5 Communication Services 3.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.8M 11.37%
36,065
+313
2
$10.3M 9.15%
74,388
+1,677
3
$8.59M 7.65%
216,579
+1,986
4
$7.2M 6.42%
116,386
+582
5
$7.18M 6.4%
54,147
+1,523
6
$6.03M 5.37%
281,967
+1,149
7
$6.01M 5.35%
27,016
+337
8
$5.71M 5.09%
183,984
+2,772
9
$5.62M 5%
34,480
+220
10
$5.46M 4.87%
121,932
+554
11
$5.25M 4.68%
258,556
+2,983
12
$3.6M 3.21%
187,522
+5,081
13
$3.42M 3.05%
18,880
+276
14
$2.96M 2.63%
19,857
+265
15
$2.62M 2.33%
12,223
+128
16
$2.58M 2.3%
41,838
+392
17
$2.34M 2.08%
148,359
+2,159
18
$1.99M 1.77%
48,303
+1,375
19
$1.18M 1.05%
13,677
20
$1.16M 1.03%
4,729
-18
21
$1.09M 0.97%
11,750
22
$901K 0.8%
15,457
+643
23
$873K 0.78%
46,590
+103
24
$716K 0.64%
+27,358
25
$676K 0.6%
+7,244
1
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