MW
MBL Wealth Portfolio holdings
AUM
$1.04B
This Quarter Return
-0.32%
1 Year Return
+10.72%
3 Year Return
+35.55%
5 Year Return
–
10 Year Return
–
AUM
$994M
AUM Growth
+$994M
(+7.1%)
Cap. Flow
+$77.6M
Cap. Flow
% of AUM
7.81%
Top 10 Holdings %
Top 10 Hldgs %
49.58%
Holding
230
New
23
Increased
74
Reduced
86
Closed
10
Top Buys
Top Sells
| 1 |
iShares MSCI Japan ETF
EWJ
|
$1.74M |
| 2 |
Pacer US Cash Cows 100 ETF
COWZ
|
$690K |
| 3 |
SPDR DoubleLine Total Return Tactical ETF
TOTL
|
$680K |
| 4 |
Apple
AAPL
|
$620K |
| 5 |
Roblox
RBLX
|
$531K |
Sector Composition
| 1 | Technology | 4.88% |
| 2 | Financials | 1.89% |
| 3 | Healthcare | 1.45% |
| 4 | Communication Services | 1.44% |
| 5 | Consumer Discretionary | 1.16% |
