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
$221M
AUM Growth
+$15.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$12.5M
2
+$4.81M
3
+$4.13M
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$3.49M
5
PTON icon
Peloton Interactive
PTON
+$3.4M

Top Sells

1
+$11.6M
2
+$6.24M
3
+$4.78M
4
PGF icon
Invesco Financial Preferred ETF
PGF
+$3.78M
5
C icon
Citigroup
C
+$3.43M

Sector Composition

1 Technology 7.48%
2 Industrials 5.52%
3 Consumer Discretionary 4.73%
4 Financials 2.77%
5 Communication Services 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.6M 9.29%
618,150
+18,418
2
$14.9M 6.71%
113,330
+9,744
3
$12.5M 5.64%
+228,032
4
$10.9M 4.94%
260,194
-206
5
$10.3M 4.63%
406,680
+75,570
6
$9.35M 4.22%
147,478
+26,191
7
$9.05M 4.09%
179,654
+42,482
8
$8.94M 4.04%
346,961
+5,541
9
$7.97M 3.6%
29,432
-1,446
10
$7.97M 3.6%
58,186
-2,996
11
$7.85M 3.54%
295,181
-538
12
$7.72M 3.48%
106,506
+1,917
13
$6.65M 3%
38,640
-380
14
$5.95M 2.69%
25,927
+1,731
15
$5.23M 2.36%
14,752
-703
16
$5.2M 2.35%
56,219
+37,709
17
$5.13M 2.32%
36,610
-5,960
18
$4.88M 2.2%
46,286
+3,743
19
$4.81M 2.17%
+78,311
20
$4.18M 1.89%
21,901
-1,606
21
$4.13M 1.86%
+157,000
22
$3.6M 1.63%
20,505
-792
23
$3.42M 1.54%
160,967
-6,704
24
$3.4M 1.53%
+27,393
25
$3.4M 1.53%
53,849
-1,372
1
2 3