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
$270M
AUM Growth
-$3.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$2.23M
3
+$1.13M
4
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$1.01M
5
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$805K

Top Sells

1
+$1.57M
2
+$1.42M
3
+$917K
4
VTHR icon
Vanguard Russell 3000 ETF
VTHR
+$625K
5
BA icon
Boeing
BA
+$578K

Sector Composition

1 Technology 4.42%
2 Consumer Discretionary 2.33%
3 Financials 1.64%
4 Energy 1.32%
5 Industrials 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.7M 12.49%
1,166,395
+35,022
2
$31M 11.47%
1,022,132
+37,263
3
$22.1M 8.2%
246,360
+24,765
4
$18.4M 6.8%
729,624
+19,768
5
$15.9M 5.88%
322,048
-1,636
6
$12.5M 4.62%
46,634
+9,956
7
$11.2M 4.16%
169,646
+7,356
8
$10.7M 3.97%
484,635
+19,215
9
$8.86M 3.28%
200,033
+10,325
10
$8.64M 3.2%
194,370
+1,391
11
$8.57M 3.17%
371,531
+706
12
$8.01M 2.97%
240,224
-9,574
13
$7.63M 2.83%
55,197
+3,287
14
$7.22M 2.67%
75,093
+8,379
15
$6.29M 2.33%
51,980
+947
16
$5.33M 1.98%
329,635
+18,104
17
$5.12M 1.9%
254,476
+13,009
18
$4.28M 1.59%
87,277
+377
19
$4.24M 1.57%
22,527
+848
20
$3.81M 1.41%
137,108
-19,822
21
$3.56M 1.32%
40,777
-3,366
22
$2.71M 1%
23,950
+358
23
$2.65M 0.98%
42,623
+8,767
24
$2.56M 0.95%
8,476
+1,602
25
$2.21M 0.82%
184,524
+37,669
1
2 3