MWA

MFA Wealth Advisors Portfolio holdings

AUM $508M
1-Year Est. Return 20.56%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$458M
AUM Growth
+$31.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$33.3M
2
+$17.1M
3
+$13.3M
4
PANW icon
Palo Alto Networks
PANW
+$3.97M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$2.72M

Top Sells

1
+$33.7M
2
+$16.5M
3
+$11.5M
4
CRWD icon
CrowdStrike
CRWD
+$4.49M
5
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$1.68M

Sector Composition

1 Technology 7.37%
2 Financials 4.73%
3 Utilities 1.99%
4 Industrials 1.86%
5 Communication Services 1.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.2M 9.44%
553,608
+15,683
2
$40M 8.73%
738,989
+50,917
3
$38.3M 8.36%
890,965
+2,701
4
$35.8M 7.82%
58,491
+56,573
5
$21.2M 4.64%
688,031
+23,790
6
$17.7M 3.87%
+673,406
7
$14.9M 3.25%
312,029
-234
8
$14M 3.06%
140,045
+1,705
9
$14M 3.05%
+185,758
10
$13.4M 2.93%
134,964
+278
11
$12.3M 2.68%
348,069
+16,407
12
$12.1M 2.64%
289,005
+7,941
13
$11.9M 2.59%
36,363
-269
14
$9.94M 2.17%
136,534
+2,725
15
$9.44M 2.06%
50,605
-99
16
$9.36M 2.04%
67,237
+2,931
17
$9.16M 2%
27,568
+1,161
18
$8.47M 1.85%
33,273
-307
19
$7.68M 1.68%
12,785
-722
20
$7M 1.53%
8,793
+240
21
$6.39M 1.4%
19,433
-543
22
$6.08M 1.33%
46,899
+3,934
23
$5.94M 1.3%
11,459
+443
24
$5.17M 1.13%
21,258
-408
25
$4.81M 1.05%
96,509
+1,057
1
2 3 4