MWA

MFA Wealth Advisors Portfolio holdings

AUM $458M
1-Year Est. Return 14.05%
This Quarter Est. Return
1 Year Est. Return
+14.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$404M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
90
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$3.44M
3
+$2.14M
4
GS icon
Goldman Sachs
GS
+$1.99M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$1.41M

Top Sells

1
+$10.1M
2
+$5.65M
3
+$2.98M
4
GNRC icon
Generac Holdings
GNRC
+$1.51M
5
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$709K

Sector Composition

1 Technology 5.19%
2 Financials 3.57%
3 Industrials 2.83%
4 Utilities 1.59%
5 Communication Services 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.1M 10.67%
563,041
+14,420
2
$41.5M 10.27%
1,483,443
+5,364
3
$37.6M 9.31%
1,040,572
+20,438
4
$31.1M 7.7%
592,310
+302,698
5
$21.4M 5.28%
692,736
+8,815
6
$16.2M 4%
125,550
+2,104
7
$15.3M 3.79%
175,490
-8,128
8
$13.2M 3.27%
273,310
+16,358
9
$13.2M 3.26%
142,654
+4,155
10
$12.1M 3.01%
321,932
+1,805
11
$11.8M 2.92%
280,552
+16,001
12
$9.98M 2.47%
190,606
-193,734
13
$9.34M 2.31%
63,994
+3,375
14
$9.31M 2.3%
157,881
-9,274
15
$8.02M 1.99%
36,113
+1,680
16
$7.49M 1.85%
27,832
-641
17
$7.17M 1.77%
15,280
+484
18
$6.41M 1.59%
70,062
+4,359
19
$4.97M 1.23%
99,915
+1,389
20
$4.87M 1.21%
40,976
-729
21
$4.67M 1.16%
30,220
+9,124
22
$4.45M 1.1%
41,059
+7,276
23
$4.24M 1.05%
12,039
-1,530
24
$4.18M 1.04%
19,784
-14,069
25
$3.74M 0.92%
203,927
+1,386
1
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