MWS
MFA Wealth Services Portfolio holdings
AUM
$151M
1-Year Est. Return
17.08%
This Fund
S&P 500
1 Year Est. Return
+17.08%
AUM
$151M
AUM Growth
+$3.05M
(+2.1%)
Holding
126
Top Buys
| 1 | +$1.43M | |
| 2 | +$1.08M | |
| 3 | +$939K | |
| 4 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$806K |
| 5 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
+$760K |
Top Sells
| 1 | +$1.1M | |
| 2 | +$782K | |
| 3 | +$443K | |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$338K |
| 5 |
Invesco S&P MidCap Momentum ETF
XMMO
|
+$250K |
Sector Composition
| 1 | Technology | 8.35% |
| 2 | Financials | 6.48% |
| 3 | Healthcare | 5.63% |
| 4 | Industrials | 3.35% |
| 5 | Consumer Discretionary | 2.22% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Medtronic
MDT
$107B
| – | – |
-2,249
|
|