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
51
$763K 0.53%
8,175
52
$750K 0.52%
3,085
-271
53
$739K 0.51%
1,548
+25
54
$731K 0.5%
7,205
+219
55
$725K 0.5%
12,616
-14,561
56
$720K 0.5%
618
+16
57
$716K 0.49%
2,538
+42
58
$705K 0.49%
4,590
+72
59
$696K 0.48%
1,860
+156
60
$660K 0.46%
899
-7
61
$648K 0.45%
2,131
+66
62
$645K 0.45%
5,719
+238
63
$644K 0.44%
3,770
+104
64
$644K 0.44%
3,473
+132
65
$636K 0.44%
5,838
+180
66
$604K 0.42%
2,610
+100
67
$599K 0.41%
753
+25
68
$595K 0.41%
7,758
+385
69
$588K 0.41%
2,412
+198
70
$563K 0.39%
5,590
-204
71
$559K 0.39%
1,636
+6
72
$483K 0.33%
2,902
+52
73
$478K 0.33%
5,701
+168
74
$466K 0.32%
7,672
+611
75
$461K 0.32%
8,635
-2,689
1 2
3
4 5