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
51
$644K 0.52%
+2,221
52
$639K 0.51%
+1,761
53
$625K 0.5%
+6,278
54
$621K 0.5%
+3,282
55
$617K 0.5%
+1,860
56
$607K 0.49%
+4,194
57
$599K 0.48%
+14,320
58
$588K 0.47%
+5,861
59
$577K 0.46%
+562
60
$570K 0.46%
+1,805
61
$569K 0.46%
+5,294
62
$529K 0.42%
+2,408
63
$512K 0.41%
+1,011
64
$480K 0.39%
+820
65
$461K 0.37%
+1,669
66
$459K 0.37%
+6,525
67
$457K 0.37%
+2,973
68
$454K 0.36%
+16,895
69
$438K 0.35%
+1,292
70
$420K 0.34%
+2,364
71
$420K 0.34%
+6,906
72
$418K 0.34%
+5,445
73
$415K 0.33%
+725
74
$383K 0.31%
+816
75
$382K 0.31%
+2,008
1 2
3
4 5