MWS

MFA Wealth Services Portfolio holdings

AUM $133M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$125M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$9.15M
3
+$7.57M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$5.35M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$4.97M

Top Sells

No sells this quarter

Sector Composition

1 Technology 9.91%
2 Financials 6.34%
3 Healthcare 4.82%
4 Industrials 3.18%
5 Consumer Staples 2.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.21M 0.97%
+6,154
27
$1.2M 0.97%
+2,655
28
$1.14M 0.92%
+5,018
29
$1.12M 0.9%
+4,818
30
$1.11M 0.89%
+12,318
31
$1.08M 0.86%
+9,356
32
$1.07M 0.86%
+18,993
33
$1.07M 0.86%
+1,384
34
$1.05M 0.84%
+11,638
35
$1.05M 0.84%
+20,810
36
$990K 0.79%
+91,567
37
$988K 0.79%
+4,123
38
$947K 0.76%
+13,478
39
$872K 0.7%
+6,490
40
$868K 0.7%
+2,925
41
$864K 0.69%
+5,152
42
$847K 0.68%
+924
43
$828K 0.66%
+4,650
44
$814K 0.65%
+4,721
45
$812K 0.65%
+4,113
46
$788K 0.63%
+4,731
47
$788K 0.63%
+2,025
48
$764K 0.61%
+12,906
49
$708K 0.57%
+17,077
50
$657K 0.53%
+8,683
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