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
$276M
AUM Growth
+$6.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$7.78M
2
+$4.44M
3
+$3.84M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$1.56M
5
CHRW icon
C.H. Robinson
CHRW
+$963K

Top Sells

1
+$6.68M
2
+$6.59M
3
+$5.12M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$3.81M
5
SCHX icon
Schwab US Large- Cap ETF
SCHX
+$1.56M

Sector Composition

1 Technology 4.33%
2 Consumer Discretionary 2.25%
3 Financials 1.83%
4 Energy 1.52%
5 Industrials 1.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.1M 11.98%
1,144,894
-21,501
2
$29.5M 10.7%
972,227
-49,905
3
$25.1M 9.09%
243,979
-2,381
4
$20.9M 7.57%
719,265
-10,359
5
$15.3M 5.56%
307,992
-14,056
6
$12.2M 4.42%
163,744
-5,902
7
$12M 4.35%
477,597
-7,038
8
$9.57M 3.47%
361,342
-10,189
9
$9.47M 3.43%
189,438
-4,932
10
$9.28M 3.36%
195,442
-4,591
11
$9.04M 3.27%
231,865
-8,359
12
$7.78M 2.82%
+24,371
13
$7M 2.54%
53,908
-1,289
14
$6.89M 2.5%
50,750
-1,230
15
$5.74M 2.08%
21,550
-25,084
16
$5.48M 1.98%
93,457
+75,735
17
$4.82M 1.74%
325,796
-3,839
18
$4.76M 1.72%
23,355
+828
19
$4.21M 1.52%
38,161
-2,616
20
$4.16M 1.5%
84,626
-2,651
21
$3.84M 1.39%
+64,542
22
$3.34M 1.21%
8,860
+384
23
$3.29M 1.19%
41,367
-1,256
24
$2.5M 0.9%
7,271
-86
25
$2.05M 0.74%
24,387
+437
1
2 3