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
$380M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$9.97M
2
+$7.81M
3
+$6.97M
4
V icon
Visa
V
+$3.46M
5
BSCQ icon
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
+$1.01M

Top Sells

1
+$8.67M
2
+$6.61M
3
+$6.08M
4
GS icon
Goldman Sachs
GS
+$3.41M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$1,000K

Sector Composition

1 Technology 6.2%
2 Consumer Discretionary 3.83%
3 Financials 2.57%
4 Industrials 2.15%
5 Energy 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$32.9M 8.64%
923,063
+5,202
2
$31.7M 8.35%
1,652,561
+52,745
3
$29.3M 7.69%
102,076
-3,489
4
$24.1M 6.33%
781,485
-281,066
5
$17.8M 4.67%
346,788
+18,930
6
$16.4M 4.3%
174,674
-1,488
7
$14.8M 3.89%
28,248
-85
8
$14.1M 3.71%
524,454
-672
9
$13.4M 3.54%
337,809
-7,876
10
$12.5M 3.29%
138,266
-554
11
$11.9M 3.13%
234,397
+313
12
$10.1M 2.66%
235,933
-1,501
13
$9.97M 2.62%
+132,259
14
$8.71M 2.29%
50,767
+1,152
15
$8.27M 2.18%
56,007
-488
16
$7.81M 2.05%
+34,710
17
$7.44M 1.96%
16,766
-707
18
$6.97M 1.83%
+63,329
19
$6.19M 1.63%
446,535
+25,703
20
$6.12M 1.61%
189,434
-17,784
21
$5.17M 1.36%
101,929
+1,276
22
$4.9M 1.29%
27,144
-772
23
$4.74M 1.25%
95,392
+5,235
24
$4.44M 1.17%
6,360
+260
25
$4.41M 1.16%
37,950
+1,308
1
2 3 4