MW
MBL Wealth Portfolio holdings
AUM
$1.04B
This Quarter Return
+4.99%
1 Year Return
+10.72%
3 Year Return
+35.55%
5 Year Return
–
10 Year Return
–
AUM
$928M
AUM Growth
+$928M
(+3.9%)
Cap. Flow
-$4.94M
Cap. Flow
% of AUM
-0.53%
Top 10 Holdings %
Top 10 Hldgs %
47.68%
Holding
215
New
11
Increased
92
Reduced
64
Closed
8
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 4.9% |
| 2 | Financials | 1.72% |
| 3 | Healthcare | 1.67% |
| 4 | Communication Services | 1.32% |
| 5 | Consumer Discretionary | 1.07% |
