MW

MBL Wealth Portfolio holdings

AUM $1.25B
1-Year Est. Return 14.39%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.39%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$401M
AUM Growth
-$8.75M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$11.4M
2
+$5.56M
3
+$5.06M
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$4.6M
5
POCT icon
Innovator US Equity Power Buffer ETF October
POCT
+$4.38M

Top Sells

1
+$7.3M
2
+$5M
3
+$3.6M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$1.29M
5
BOND icon
PIMCO Active Bond Exchange-Traded Fund
BOND
+$1.12M

Sector Composition

1 Technology 3.1%
2 Healthcare 2.8%
3 Financials 2.03%
4 Consumer Discretionary 1.88%
5 Communication Services 1.2%
Name Market Value Portfolio Weight Shares or Principal Change
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