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
101
$224K 0.18%
+1,231
102
$220K 0.18%
+946
103
$217K 0.17%
+651
104
$213K 0.17%
+4,000
105
$210K 0.17%
+2,277
106
$207K 0.17%
+2,730
107
$203K 0.16%
+770
108
$160K 0.13%
+23,414
1 2 3 4
5