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
1
$11.7M 9.42%
+19,954
2
$9.15M 7.34%
+334,940
3
$7.57M 6.07%
+75,940
4
$5.35M 4.29%
+46,299
5
$4.97M 3.99%
+60,656
6
$3.47M 2.79%
+39,001
7
$3.19M 2.56%
+12,741
8
$2.93M 2.35%
+65,326
9
$2.62M 2.1%
+42,657
10
$2.51M 2.01%
+24,692
11
$2.38M 1.91%
+25,755
12
$2.17M 1.74%
+5,152
13
$2.01M 1.61%
+54,194
14
$1.95M 1.57%
+17,723
15
$1.89M 1.52%
+20,428
16
$1.88M 1.51%
+68,771
17
$1.84M 1.48%
+3,600
18
$1.77M 1.42%
+6,795
19
$1.68M 1.34%
+5,784
20
$1.47M 1.18%
+15,179
21
$1.46M 1.17%
+23,459
22
$1.41M 1.13%
+21,414
23
$1.28M 1.03%
+10,345
24
$1.27M 1.02%
+5,798
25
$1.26M 1.01%
+16,155
1
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