MW
MBL Wealth Portfolio holdings
AUM
$1.04B
This Quarter Return
+10.77%
1 Year Return
+10.72%
3 Year Return
+35.55%
5 Year Return
–
10 Year Return
–
AUM
$253M
AUM Growth
–
Cap. Flow
+$253M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
46.44%
Holding
124
New
124
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$31.5M |
| 2 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
$12.2M |
| 3 |
iShares MSCI EAFE ETF
EFA
|
$11M |
| 4 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$10.9M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
$10.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.24% |
| 2 | Financials | 2.76% |
| 3 | Consumer Discretionary | 2.23% |
| 4 | Healthcare | 1.56% |
| 5 | Communication Services | 1.44% |
