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
$236M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$5.74M
3
+$2.71M
4
BITO icon
ProShares Bitcoin Strategy ETF
BITO
+$2.3M
5
ALB icon
Albemarle
ALB
+$1.39M

Top Sells

1
+$9.72M
2
+$3.89M
3
+$2.41M
4
DAL icon
Delta Air Lines
DAL
+$1.31M
5
LUV icon
Southwest Airlines
LUV
+$1.31M

Sector Composition

1 Technology 8.7%
2 Consumer Discretionary 4.6%
3 Industrials 2.79%
4 Financials 2.67%
5 Communication Services 1.52%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.2M 8.55%
621,382
+1,235
2
$18.2M 7.72%
118,182
+2,024
3
$13.7M 5.8%
254,593
-1,197
4
$11.7M 4.95%
434,370
+17,727
5
$10.3M 4.38%
58,242
-642
6
$10.3M 4.35%
357,148
+5,395
7
$10.1M 4.29%
182,570
-3,419
8
$10.1M 4.26%
+255,842
9
$9.88M 4.18%
29,387
+274
10
$9.84M 4.16%
267,069
+5,661
11
$8.85M 3.74%
104,777
+621
12
$8.36M 3.54%
303,696
+1,776
13
$6.49M 2.74%
38,920
+300
14
$5.93M 2.51%
26,657
-50
15
$5.74M 2.43%
+12,026
16
$5.72M 2.42%
34,276
-866
17
$5.52M 2.33%
13,867
-151
18
$5.25M 2.22%
50,219
+2,013
19
$5.2M 2.2%
200,742
+8,961
20
$4.53M 1.92%
210,901
+3,882
21
$4.39M 1.86%
21,891
+7
22
$3.42M 1.45%
55,907
+676
23
$3.3M 1.4%
21,349
+694
24
$3.17M 1.34%
39,009
+2,628
25
$2.97M 1.26%
11,666
+100
1
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