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
$710M
AUM Growth
+$1.57M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
189
New
Increased
Reduced
Closed

Top Buys

1
+$4M
2
+$3.9M
3
+$3.2M
4
DFNM icon
Dimensional National Municipal Bond ETF
DFNM
+$2.86M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$2.82M

Top Sells

1
+$7.64M
2
+$3.32M
3
+$2.04M
4
LH icon
Labcorp
LH
+$1.4M
5
HYMB icon
SPDR Nuveen ICE High Yield Municipal Bond ETF
HYMB
+$1.13M

Sector Composition

1 Technology 4.33%
2 Healthcare 2.24%
3 Financials 1.65%
4 Consumer Discretionary 1.38%
5 Communication Services 1.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$27K ﹤0.01%
750
177
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178
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179
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180
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181
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182
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183
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-114,021
184
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185
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186
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187
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-5,325
188
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189
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-1,845
4 5 6 7
8