MWA
MFA Wealth Advisors Portfolio holdings
AUM
$426M
This Quarter Return
+7.3%
1 Year Return
+11.29%
3 Year Return
+47.76%
5 Year Return
+95.86%
10 Year Return
–
AUM
$276M
AUM Growth
+$276M
(+2.3%)
Cap. Flow
-$10.1M
Cap. Flow
% of AUM
-3.64%
Top 10 Holdings %
Top 10 Hldgs %
63.92%
Holding
71
New
14
Increased
11
Reduced
31
Closed
9
Top Buys
| 1 |
Vanguard Information Technology ETF
VGT
|
$7.78M |
| 2 |
Global X Lithium & Battery Tech ETF
LIT
|
$4.44M |
| 3 |
Vanguard International High Dividend Yield ETF
VYMI
|
$3.84M |
| 4 |
iShares US Aerospace & Defense ETF
ITA
|
$1.56M |
| 5 |
C.H. Robinson
CHRW
|
$963K |
Top Sells
| 1 |
Invesco QQQ Trust
QQQ
|
$6.68M |
| 2 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$6.59M |
| 3 |
Global X Autonomous & Electric Vehicles ETF
DRIV
|
$5.12M |
| 4 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
$3.81M |
| 5 |
Schwab US Large- Cap ETF
SCHX
|
$1.57M |
Sector Composition
| 1 | Technology | 4.33% |
| 2 | Consumer Discretionary | 2.25% |
| 3 | Financials | 1.83% |
| 4 | Energy | 1.52% |
| 5 | Industrials | 1.08% |
