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

Top Buys

1
+$13M
2
+$10.2M
3
+$8.16M
4
PHB icon
Invesco Fundamental High Yield Corporate Bond ETF
PHB
+$5.36M
5
KJAN icon
Innovator US Small Cap Power Buffer ETF January
KJAN
+$4.08M

Top Sells

1
+$7.94M
2
+$7.15M
3
+$6.23M
4
FJUL icon
FT Vest US Equity Buffer ETF July
FJUL
+$4.72M
5
IJAN icon
Innovator International Developed Power Buffer ETF January
IJAN
+$1.76M

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
– –
-17,300
178
– –
-12,206
179
– –
-54,935
180
– –
-215,357
181
– –
-2,363
182
– –
-4,903
183
– –
-130,517
184
– –
-2,261
185
– –
-2,157
186
– –
-3,877
4 5 6 7
8