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
$458M
AUM Growth
+$77.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$6.66M
2
+$3.78M
3
+$2.03M
4
V icon
Visa
V
+$946K
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$803K

Top Sells

1
+$6.26M
2
+$2.52M
3
+$1.41M
4
USSG icon
Xtrackers MSCI USA ESG Leaders Equity ETF
USSG
+$1.18M
5
CRWD icon
CrowdStrike
CRWD
+$1.09M

Sector Composition

1 Technology 5.69%
2 Consumer Discretionary 3.21%
3 Industrials 2.09%
4 Financials 2.08%
5 Energy 1.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.7M 7.37%
1,758,381
+105,820
2
$32.6M 7.13%
931,630
+8,567
3
$31.8M 6.96%
101,364
-712
4
$22.7M 4.96%
735,710
-45,775
5
$18.6M 4.06%
362,461
+15,673
6
$16.2M 3.54%
28,101
-147
7
$15.9M 3.48%
177,459
+2,785
8
$13.7M 2.99%
182,761
+50,502
9
$13.4M 2.93%
518,109
-6,345
10
$12.4M 2.71%
335,506
-2,303
11
$12.1M 2.64%
235,134
+737
12
$12.1M 2.64%
136,957
-1,309
13
$10.7M 2.34%
50,863
+96
14
$9.8M 2.14%
236,129
+196
15
$8.97M 1.96%
34,401
-309
16
$8.33M 1.82%
57,184
+1,177
17
$7.65M 1.67%
15,977
-789
18
$6.66M 1.45%
+151,553
19
$6M 1.31%
61,789
-1,540
20
$5.22M 1.14%
27,031
-113
21
$4.85M 1.06%
97,539
+2,147
22
$4.81M 1.05%
41,779
+3,829
23
$4.35M 0.95%
39,481
-3,892
24
$4.28M 0.93%
5,187
-1,173
25
$4.2M 0.92%
15,995
+3,606
1
2 3 4 5