MW

MBL Wealth Portfolio holdings

AUM $1.14B
1-Year Est. Return 11.95%
This Quarter Est. Return
1 Year Est. Return
+11.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$523M
AUM Growth
+$59.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
175
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$10.2M
3
+$3.5M
4
DIVO icon
Amplify CWP Enhanced Dividend Income ETF
DIVO
+$2.84M
5
MUNI icon
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
+$2.78M

Top Sells

1
+$6.99M
2
+$2.88M
3
+$2.69M
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.85M
5
MUB icon
iShares National Muni Bond ETF
MUB
+$1.75M

Sector Composition

1 Healthcare 2.47%
2 Technology 2.46%
3 Financials 1.76%
4 Consumer Discretionary 1.18%
5 Communication Services 0.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$322K 0.06%
881
+71
127
$306K 0.06%
2,019
-48
128
$299K 0.06%
7,330
-5,960
129
$297K 0.06%
1,645
+135
130
$284K 0.05%
516
-29
131
$278K 0.05%
+5,198
132
$274K 0.05%
81,957
133
$268K 0.05%
20,529
134
$265K 0.05%
+8,790
135
$262K 0.05%
8,320
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136
$259K 0.05%
366
137
$251K 0.05%
+2,149
138
$249K 0.05%
1,507
139
$247K 0.05%
13,400
140
$244K 0.05%
+2,877
141
$242K 0.05%
7,229
142
$241K 0.05%
+2,950
143
$241K 0.05%
1,258
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144
$240K 0.05%
3,341
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145
$238K 0.05%
1,013
-60
146
$234K 0.04%
1,987
-825
147
$233K 0.04%
3,025
-500
148
$221K 0.04%
500
149
$218K 0.04%
30,000
150
$214K 0.04%
8,490
-6,600
3 4 5
6
7