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MW Roth
- New Portfolio
Performance
Portfolio Details
Mo Wire
MW Roth
Individual Investor
Ranked #56,632 out of 833,195 TipRanks' Investors
Success Rate
78%
154 out of 197
profitable transactions
Average Return
14.49%
Average return
per transaction
Share this portfolio:
Allocation
Top Stocks
17.50%
NVDA
13.01%
O
9.48%
JEPQ
8.69%
T
8.60%
FEPI
42.72%
Others
By Assets
68.25%
Stocks
23.06%
ETFs
8.41%
Cash
0.29%
Funds
0.00%
Cryptocurrency
0.00%
Options
0.00%
Other
By Sector
25.49%
General
21.15%
Real Estate
17.50%
Technology
14.13%
Financial
8.69%
Communication Services
6.35%
Consumer Defensive
6.69%
Other
Portfolio Holdings
Select Columns
25
Results | Showing
1
out of
1
100 Rows
5 Rows
10 Rows
15 Rows
20 Rows
30 Rows
40 Rows
50 Rows
Name
Price
% Change
Analyst Consensus
Analyst Price Target
Smart Score
Holding Gain
Alerts
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premium
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premium
premium
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ARCC
$19.94
-0.99%
8
Buy
2
Hold
0
Sell
Strong Buy
premium
premium
▼ 1.63%
2
2
O
$56.33
-0.78%
3
Buy
7
Hold
1
Sell
Hold
premium
premium
▲ 3.71%
5
5
JEPI
$57.54
+0.23%
1K
Buy
541
Hold
47
Sell
Moderate Buy
premium
premium
▲ 4.01%
T
$24.15
-0.45%
9
Buy
5
Hold
0
Sell
Moderate Buy
premium
premium
▲ 42.7%
5
5
LTC
$34.20
-0.49%
0
Buy
6
Hold
0
Sell
Hold
premium
premium
▲ 4.51%
2
2
PFO
$9.43
-0.1%
―
premium
premium
▲ 14.57%
TRIN
$15.08
-0.66%
5
Buy
0
Hold
1
Sell
Moderate Buy
premium
premium
▲ 7.23%
3
3
NVDA
$180.99
+3.93%
40
Buy
1
Hold
1
Sell
Strong Buy
premium
premium
▲ 83.66%
5
5
ABR
$7.97
-1.12%
0
Buy
0
Hold
3
Sell
Strong Sell
premium
premium
▼ 21.4%
3
3
FEPI
$46.43
+1.82%
372
Buy
107
Hold
24
Sell
Moderate Buy
premium
premium
▼ 2.44%
PFFA
$21.88
0%
―
premium
premium
▼ 0.75%
BTI
$56.45
-1.03%
―
premium
premium
▲ 62.88%
5
5
FSK
$14.69
-1.87%
0
Buy
8
Hold
0
Sell
Hold
premium
premium
▼ 18.16%
1
1
APLE
$12.17
-0.49%
2
Buy
4
Hold
0
Sell
Moderate Buy
premium
premium
▼ 3.75%
1
1
DOC
$15.99
-1.95%
6
Buy
5
Hold
0
Sell
Moderate Buy
premium
premium
▼ 6.11%
5
5
FRT
$101.37
-0.28%
9
Buy
6
Hold
0
Sell
Moderate Buy
premium
premium
▲ 8.08%
5
5
JEPQ
$58.62
+1.23%
1K
Buy
532
Hold
68
Sell
Moderate Buy
premium
premium
▲ 8.75%
MSDL
$16.93
-0.65%
3
Buy
4
Hold
0
Sell
Moderate Buy
premium
premium
▲ 1.62%
3
3
OWL
$15.39
-0.58%
12
Buy
3
Hold
0
Sell
Strong Buy
premium
premium
▼ 4.09%
5
5
QQQI
$54.55
+1.21%
1K
Buy
610
Hold
85
Sell
Moderate Buy
premium
premium
▲ 1.57%
TGT
$98.01
-1.05%
8
Buy
12
Hold
3
Sell
Hold
premium
premium
▲ 3.7%
5
5
OKE
$71.67
-0.03%
8
Buy
5
Hold
0
Sell
Moderate Buy
premium
premium
▲ 3.48%
4
4
EIX
$60.10
-0.12%
5
Buy
5
Hold
1
Sell
Moderate Buy
premium
premium
▲ 4.61%
5
5
GPN
$80.85
-1.55%
6
Buy
8
Hold
0
Sell
Moderate Buy
premium
premium
▼ 4.73%
3
3
AMH
$31.12
-1.77%
10
Buy
3
Hold
0
Sell
Strong Buy
premium
premium
▼ 0.77%
5
5
25
Results | Showing
1
out of
1
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