MWS
MFA Wealth Services Portfolio holdings
AUM
$148M
1-Year Est. Return
16.52%
This Fund
S&P 500
1 Year Est. Return
+16.52%
AUM
$145M
AUM Growth
+$11.8M
(+8.9%)
Holding
126
Top Buys
| 1 | +$1.86M | |
| 2 | +$1.44M | |
| 3 | +$1.09M | |
| 4 |
FEMR
Fidelity Enhanced Emerging Markets ETF
FEMR
|
+$1.04M |
| 5 |
SPDR Gold Trust
GLD
|
+$940K |
Top Sells
| 1 | +$1.28M | |
| 2 | +$1.02M | |
| 3 | +$827K | |
| 4 |
iShares 1-3 Year Treasury Bond ETF
SHY
|
+$808K |
| 5 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$450K |
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
iShares MSCI EAFE Value ETF
EFV
$29.2B
| – | – |
-3,151
|
|