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MW

MBL Wealth Portfolio holdings

AUM $1.32B
1-Year Est. Return 14.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$639M
AUM Growth
+$117M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
183
New
Increased
Reduced
Closed

Top Buys

1
+$42.5M
2
+$8.44M
3
+$6.76M
4
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$6.16M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$5.61M

Top Sells

1
+$8.6M
2
+$4.4M
3
+$3.98M
4
UJAN icon
Innovator US Equity Ultra Buffer ETF January
UJAN
+$3.37M
5
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$3.09M

Sector Composition

1 Technology 3.78%
2 Healthcare 2.51%
3 Financials 1.72%
4 Consumer Discretionary 1.29%
5 Communication Services 0.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
– –
-19,634
177
– –
-22,777
178
– –
-15,000
179
– –
-1,719
180
– –
-3,025
181
– –
-1,987
182
– –
-19,230
183
– –
-1,013
4 5 6 7
8