MW
MBL Wealth Portfolio holdings
AUM
$1.14B
1-Year Est. Return
11.95%
1 Year Est. Return
+11.95%
AUM
$1.04B
AUM Growth
+$57.7M
(+5.8%)
Holding
255
Top Buys
| 1 | +$7.43M | |
| 2 | +$6.99M | |
| 3 | +$6.21M | |
| 4 |
T. Rowe Price Dividend Growth ETF
TDVG
|
+$6.14M |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
+$6.06M |
Top Sells
| 1 | +$15.9M | |
| 2 | +$7.39M | |
| 3 | +$6.05M | |
| 4 |
Direxion Auspice Broad Commodity Strategy ETF
COM
|
+$5.03M |
| 5 |
Innovator US Small Cap Power Buffer ETF January
KJAN
|
+$4.12M |
Sector Composition
| 1 | Technology | 4.99% |
| 2 | Financials | 2.03% |
| 3 | Communication Services | 1.48% |
| 4 | Healthcare | 1.42% |
| 5 | Consumer Discretionary | 1.39% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
CoStar Group
CSGP
$31.5B
| – | – |
-2,724
|
|
||
252
Pacer US Cash Cows 100 ETF
COWZ
$18.9B
| – | – |
-110,498
|
|
||
253
ConocoPhillips
COP
$109B
| – | – |
-2,072
|
|
||
254
Cogent Communications
CCOI
$2.21B
| – | – |
-8,241
|
|
||
255
Bristol-Myers Squibb
BMY
$88.3B
| – | – |
-5,974
|
|