MWS

MFA Wealth Services Portfolio holdings

AUM $148M
1-Year Est. Return 16.52%
This Quarter Est. Return
1 Year Est. Return
+16.52%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$1.09M
3
+$377K
4
CEG icon
Constellation Energy
CEG
+$279K
5
TFLO icon
iShares Treasury Floating Rate Bond ETF
TFLO
+$278K

Top Sells

1
+$1.1M
2
+$407K
3
+$291K
4
ACN icon
Accenture
ACN
+$212K
5
AFL icon
Aflac
AFL
+$200K

Sector Composition

1 Technology 9.89%
2 Financials 6.12%
3 Healthcare 4.32%
4 Industrials 3.14%
5 Consumer Staples 2.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$407K 0.31%
7,061
+84
77
$402K 0.3%
707
78
$393K 0.3%
2,214
+204
79
$383K 0.29%
4,397
+53
80
$377K 0.28%
+11,178
81
$374K 0.28%
1,201
+7
82
$366K 0.27%
5,169
+99
83
$333K 0.25%
4,273
+23
84
$332K 0.25%
2,592
-1
85
$329K 0.25%
1,055
+124
86
$322K 0.24%
1,660
+7
87
$310K 0.23%
4,220
+41
88
$306K 0.23%
1,474
-65
89
$305K 0.23%
1,000
90
$303K 0.23%
1,323
+17
91
$295K 0.22%
1,104
+7
92
$294K 0.22%
6,346
+24
93
$294K 0.22%
4,369
+2
94
$279K 0.21%
+864
95
$274K 0.21%
+3,773
96
$274K 0.21%
2,594
+25
97
$274K 0.21%
994
+25
98
$268K 0.2%
579
99
$263K 0.2%
5,568
+202
100
$262K 0.2%
1,828
-206
1 2 3
4
5