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
$218M
AUM Growth
-$3.64M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$4.49M
2
+$1.66M
3
+$1.52M
4
LUV icon
Southwest Airlines
LUV
+$1.31M
5
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$1M

Top Sells

1
+$4.81M
2
+$3.42M
3
+$2.31M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$814K
5
PGF icon
Invesco Financial Preferred ETF
PGF
+$648K

Sector Composition

1 Technology 7.88%
2 Industrials 4.38%
3 Consumer Discretionary 4.24%
4 Financials 2.79%
5 Communication Services 1.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.4M 9.35%
620,147
+1,997
2
$14.9M 6.84%
116,158
+2,828
3
$14M 6.42%
255,790
+27,758
4
$10.3M 4.73%
416,643
+9,963
5
$9.76M 4.48%
261,408
+1,214
6
$9.72M 4.46%
159,506
+12,028
7
$9.35M 4.29%
185,989
+6,335
8
$8.94M 4.1%
351,753
+4,792
9
$8.54M 3.92%
104,156
-2,350
10
$8.33M 3.83%
58,884
+698
11
$8.21M 3.77%
29,113
-319
12
$8.11M 3.72%
301,920
+6,739
13
$6.34M 2.91%
38,620
-20
14
$5.84M 2.68%
26,707
+780
15
$5.24M 2.41%
35,142
-1,468
16
$5.2M 2.39%
69,613
+13,394
17
$5.03M 2.31%
191,781
+34,781
18
$5.02M 2.3%
14,018
-734
19
$4.85M 2.23%
48,206
+1,920
20
$4.49M 2.06%
+207,019
21
$4.28M 1.96%
21,884
-17
22
$3.5M 1.6%
20,655
+150
23
$3.25M 1.49%
55,231
+1,382
24
$3M 1.38%
36,381
-1,466
25
$2.74M 1.26%
11,566
-991
1
2 3