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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
$708M
AUM Growth
+$69.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
186
New
Increased
Reduced
Closed

Sector Composition

1 Technology 4.74%
2 Healthcare 2.33%
3 Financials 1.7%
4 Consumer Discretionary 1.36%
5 Communication Services 0.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$31.3K ﹤0.01%
5,000
177
-2,157
178
-12,206
179
-17,300
180
-2,261
181
-3,877
182
-130,517
183
-4,903
184
-2,363
185
-215,357
186
-54,935