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
$457M
AUM Growth
-$339K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$22.2M
2
+$20.2M
3
+$13.3M
4
AXP icon
American Express
AXP
+$6.58M
5
CRWD icon
CrowdStrike
CRWD
+$3.1M

Top Sells

1
+$30.7M
2
+$15.5M
3
+$15M
4
AMZN icon
Amazon
AMZN
+$4.27M
5
AAPL icon
Apple
AAPL
+$4.21M

Sector Composition

1 Technology 4.49%
2 Financials 2.93%
3 Industrials 2.71%
4 Energy 1.1%
5 Communication Services 0.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$36.6M 7.99%
466,407
+283,646
2
$34.8M 7.61%
1,234,782
+716,673
3
$34M 7.44%
910,221
-21,409
4
$19.4M 4.25%
993,239
-765,142
5
$19.3M 4.22%
625,106
-110,604
6
$18.8M 4.12%
357,563
-4,898
7
$16.2M 3.53%
168,362
-9,097
8
$13.3M 2.92%
+103,956
9
$12.4M 2.71%
231,204
-3,930
10
$12.4M 2.71%
301,109
-34,397
11
$12.2M 2.66%
127,433
-9,524
12
$9.53M 2.08%
235,338
-791
13
$8.33M 1.82%
54,053
-3,131
14
$7.65M 1.67%
15,664
-313
15
$7.64M 1.67%
32,796
-18,067
16
$7.52M 1.64%
151,322
-231
17
$7.02M 1.54%
28,618
-5,783
18
$6.66M 1.46%
24,559
+24,278
19
$6.38M 1.4%
62,237
+448
20
$4.69M 1.03%
94,188
-3,351
21
$4.65M 1.02%
39,696
-2,083
22
$3.67M 0.8%
30,209
+21,133
23
$3.67M 0.8%
23,082
+4,271
24
$3.63M 0.79%
12,957
+11,047
25
$3.4M 0.74%
177,403
-1,544
1
2 3 4 5