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
$304M
AUM Growth
+$27.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$9.95M
2
+$9.62M
3
+$5.12M
4
FNDF icon
Schwab Fundamental International Large Company Index ETF
FNDF
+$4.32M
5
SPTS icon
SPDR Portfolio Short Term Treasury ETF
SPTS
+$2.47M

Top Sells

1
+$9.47M
2
+$9.28M
3
+$4.76M
4
VYMI icon
Vanguard International High Dividend Yield ETF
VYMI
+$3.84M
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$843K

Sector Composition

1 Technology 6.12%
2 Consumer Discretionary 2.94%
3 Financials 1.73%
4 Energy 1.49%
5 Industrials 1.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$35.9M 11.83%
1,229,555
+84,661
2
$30.2M 9.93%
991,222
+18,995
3
$26.8M 8.83%
857,337
+138,072
4
$25.3M 8.35%
250,911
+6,932
5
$15.8M 5.22%
313,528
+5,536
6
$12.3M 4.05%
166,028
+2,284
7
$11.8M 3.88%
483,288
+5,691
8
$10.2M 3.35%
358,642
-2,700
9
$10.1M 3.33%
26,225
+1,854
10
$9.95M 3.27%
+217,234
11
$9.62M 3.17%
+130,432
12
$8.9M 2.93%
53,988
+80
13
$8.65M 2.85%
229,007
-2,858
14
$6.75M 2.22%
21,023
-527
15
$6.73M 2.22%
52,021
+1,271
16
$6.54M 2.15%
102,837
+9,380
17
$5.12M 1.69%
+71,664
18
$5M 1.64%
351,292
+25,496
19
$4.32M 1.42%
87,687
+3,061
20
$4.2M 1.38%
10,523
+1,663
21
$4.1M 1.35%
37,358
-803
22
$3.54M 1.17%
202,040
+7,838
23
$3.24M 1.07%
41,298
-69
24
$2.72M 0.9%
26,382
+1,995
25
$2.48M 0.82%
7,586
+315
1
2 3 4