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
$206M
AUM Growth
+$93.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$19.3M
2
+$12.6M
3
+$8.57M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$7.36M
5
WM icon
Waste Management
WM
+$5.5M

Top Sells

1
+$12.8M
2
+$689K
3
+$113K
4
WTTR icon
Select Water Solutions
WTTR
+$69K
5
ERIE icon
Erie Indemnity
ERIE
+$55.3K

Sector Composition

1 Technology 7.75%
2 Industrials 6.6%
3 Financials 4.52%
4 Consumer Discretionary 3.11%
5 Communication Services 2.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.3M 9.34%
+599,732
2
$12.6M 6.12%
+103,586
3
$12M 5.83%
92,313
+17,925
4
$10.6M 5.13%
260,400
+43,821
5
$8.57M 4.16%
+341,420
6
$8.04M 3.9%
331,110
+49,143
7
$7.43M 3.6%
61,182
+7,035
8
$7.36M 3.57%
+121,287
9
$7.3M 3.54%
295,719
+37,163
10
$7.27M 3.52%
30,878
+3,862
11
$6.62M 3.21%
137,172
+15,240
12
$6.54M 3.17%
214,186
+30,202
13
$6.11M 2.96%
104,589
-11,797
14
$5.98M 2.9%
39,020
+4,540
15
$5.5M 2.67%
+42,570
16
$5.34M 2.59%
+24,196
17
$4.94M 2.39%
+15,455
18
$4.78M 2.32%
+169,468
19
$4.3M 2.09%
229,270
+41,748
20
$4.29M 2.08%
+42,543
21
$4.14M 2.01%
23,507
+3,650
22
$4M 1.94%
167,671
+19,312
23
$3.93M 1.91%
21,297
+2,417
24
$3.57M 1.73%
13,896
+1,673
25
$3.43M 1.67%
47,232
+5,394
1
2 3