MWS
MFA Wealth Services Portfolio holdings
AUM
$145M
1-Year Est. Return
13.54%
1 Year Est. Return
+13.54%
AUM
$145M
AUM Growth
+$11.8M
(+8.9%)
Holding
126
Top Buys
| 1 | +$1.91M | |
| 2 | +$1.48M | |
| 3 | +$1.1M | |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
+$1.1M |
| 5 |
SPDR Gold Trust
GLD
|
+$1.05M |
Top Sells
| 1 | +$1.28M | |
| 2 | +$1.04M | |
| 3 | +$837K | |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$811K |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$452K |
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 | |
|---|---|---|---|---|---|---|
126
Vanguard Tax-Exempt Bond Index Fund
VTEB
$41.2B
| – | – |
-4,376
|
|