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
$356M
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1
+$588K
2
+$584K
3
+$576K
4
KLAC icon
KLA
KLAC
+$536K
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$502K

Top Sells

1
+$1.04M
2
+$705K
3
+$455K
4
ANSS
Ansys
ANSS
+$431K
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$426K

Sector Composition

1 Technology 5.99%
2 Consumer Discretionary 3.62%
3 Financials 2.63%
4 Industrials 1.94%
5 Energy 1.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.5M 9.14%
1,062,551
+14,007
2
$31M 8.71%
917,861
+17,071
3
$30.9M 8.68%
1,599,816
+1,218
4
$27.4M 7.7%
105,565
-1,643
5
$16.8M 4.73%
327,858
+5,767
6
$15.8M 4.45%
176,162
+1,854
7
$13.7M 3.86%
28,333
+186
8
$13.3M 3.75%
525,126
+5,883
9
$11.9M 3.35%
345,685
-543
10
$11.7M 3.29%
138,820
+4,090
11
$11.7M 3.29%
234,084
+5,570
12
$9.55M 2.69%
49,615
+53
13
$9.29M 2.61%
237,434
+271
14
$7.7M 2.17%
56,495
+1,528
15
$7.16M 2.01%
17,473
-1,112
16
$6.61M 1.86%
129,730
+11,465
17
$6.08M 1.71%
76,795
+1,014
18
$5.6M 1.57%
420,832
+11,959
19
$5.11M 1.44%
100,653
+1,266
20
$4.45M 1.25%
90,157
-553
21
$4.25M 1.19%
207,218
-4,801
22
$4.24M 1.19%
27,916
+2,098
23
$4.03M 1.13%
42,993
+2,561
24
$3.66M 1.03%
36,642
-457
25
$3.55M 1%
6,100
+922
1
2 3 4