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
$318M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$10.3M
3
+$4.53M
4
NULG icon
Nuveen ESG Large-Cap Growth ETF
NULG
+$1.3M
5
GNRC icon
Generac Holdings
GNRC
+$902K

Top Sells

1
+$25.3M
2
+$13.4M
3
+$4.39M
4
ESGU icon
iShares ESG Aware MSCI USA ETF
ESGU
+$1.19M
5
ALB icon
Albemarle
ALB
+$809K

Sector Composition

1 Technology 5.33%
2 Consumer Discretionary 3.43%
3 Industrials 1.87%
4 Financials 1.77%
5 Energy 1.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31M 9.75%
1,009,251
+18,029
2
$28.4M 8.93%
878,712
+21,375
3
$26.1M 8.22%
+110,951
4
$22M 6.91%
762,949
-466,606
5
$16M 5.03%
318,573
+5,045
6
$13.3M 4.2%
171,712
+5,684
7
$11.9M 3.76%
493,371
+10,083
8
$11.9M 3.76%
26,996
+771
9
$11.2M 3.52%
356,198
-2,444
10
$10.5M 3.3%
133,993
+3,561
11
$10.3M 3.26%
+546,040
12
$10.3M 3.25%
222,168
+4,934
13
$9.83M 3.09%
50,679
-3,309
14
$8.73M 2.75%
234,576
+5,569
15
$7.09M 2.23%
19,181
-1,842
16
$7.08M 2.23%
53,356
+1,335
17
$7.08M 2.23%
108,818
+5,981
18
$5.62M 1.77%
74,971
+3,307
19
$5.18M 1.63%
380,546
+29,254
20
$4.53M 1.43%
+89,370
21
$4.5M 1.42%
91,060
+3,373
22
$4M 1.26%
37,326
-32
23
$3.49M 1.1%
41,164
-134
24
$3.48M 1.1%
205,106
+3,066
25
$3.43M 1.08%
26,315
-67
1
2 3 4