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
Synopsys
SNPS
$89B
| – | – |
-473
|
|
||
252
United Parcel Service
UPS
$80.5B
| – | – |
-1,933
|
|
||
253
Vanguard Russell 2000 ETF
VTWO
$13.7B
| – | – |
-12,318
|
|
||
254
Vanguard Total International Stock ETF
VXUS
$112B
| – | – |
-4,940
|
|
||
255
State Street Health Care Select Sector SPDR ETF
XLV
$39.8B
| – | – |
-1,499
|
|