MWS

MFA Wealth Services Portfolio holdings

AUM $151M
1-Year Est. Return 17.08%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.08%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$145M
AUM Growth
+$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1
+$1.86M
2
+$1.44M
3
+$1.09M
4
FEMR
Fidelity Enhanced Emerging Markets ETF
FEMR
+$1.04M
5
GLD icon
SPDR Gold Trust
GLD
+$940K

Top Sells

1
+$1.28M
2
+$1.02M
3
+$827K
4
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$808K
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$450K

Sector Composition

1 Technology 10.06%
2 Financials 6.34%
3 Healthcare 4.22%
4 Industrials 3.34%
5 Consumer Discretionary 2.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.37M 0.94%
6,328
+108
27
$1.29M 0.89%
4,085
+42
28
$1.29M 0.89%
25,445
-25,269
29
$1.28M 0.88%
4,558
-5
30
$1.27M 0.87%
6,785
-145
31
$1.26M 0.87%
12,530
-188
32
$1.25M 0.86%
5,684
+37
33
$1.23M 0.85%
35,624
+3,155
34
$1.19M 0.82%
112,740
+2,361
35
$1.17M 0.81%
4,200
+82
36
$1.16M 0.8%
4,908
+33
37
$1.16M 0.8%
13,250
+16
38
$1.13M 0.78%
5,788
+280
39
$1.12M 0.77%
11,959
+100
40
$1.1M 0.76%
+35,380
41
$1.1M 0.76%
10,654
+191
42
$1.1M 0.76%
+21,640
43
$1.08M 0.74%
1,411
+49
44
$994K 0.69%
1,977
+9
45
$961K 0.66%
8,086
+364
46
$945K 0.65%
2,845
+57
47
$875K 0.6%
945
+14
48
$855K 0.59%
12,499
+282
49
$814K 0.56%
18,902
+88
50
$801K 0.55%
1,978
+49
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2
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