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
76
$371K 0.3%
+689
77
$368K 0.29%
+585
78
$360K 0.29%
+4,513
79
$360K 0.29%
+6,360
80
$357K 0.29%
+5,741
81
$352K 0.28%
+6,583
82
$320K 0.26%
+4,163
83
$305K 0.24%
+1,646
84
$304K 0.24%
+1,264
85
$298K 0.24%
+5,935
86
$292K 0.23%
+2,470
87
$291K 0.23%
+2,009
88
$284K 0.23%
+1,516
89
$276K 0.22%
+568
90
$272K 0.22%
+2,383
91
$265K 0.21%
+1,315
92
$263K 0.21%
+3,516
93
$247K 0.2%
+3,306
94
$246K 0.2%
+4,795
95
$242K 0.19%
+1,000
96
$237K 0.19%
+673
97
$236K 0.19%
+4,108
98
$235K 0.19%
+3,356
99
$235K 0.19%
+5,336
100
$226K 0.18%
+8,242
1 2 3
4
5