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MW Roth - New Portfolio

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

Name
Price
% Change
Analyst Consensus
Analyst Price Target
Smart Score
Holding Gain
Alerts
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premium
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7z6e26ke5ao
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premium
premium
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bgq8dnfc5xi
premium
premium
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bgq8dnfc5xi
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premium
premium
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9mkzla8y14
9mkzla8y14
premium
premium
9mkzla8y14
9mkzla8y14
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jyuo0k5feqf
jyuo0k5feqf
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premium
premium
jyuo0k5feqf
jyuo0k5feqf
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premium
premium
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flugvwie7
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premium
premium
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$19.94
-0.99%
8 Buy
2 Hold
0 Sell
Strong Buy
premium
premium
▼ 1.63%
$56.33
-0.78%
3 Buy
7 Hold
1 Sell
Hold
premium
premium
▲ 3.71%
$57.54
+0.23%
1K Buy
541 Hold
47 Sell
Moderate Buy
premium
premium
▲ 4.01%
$24.15
-0.45%
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
premium
▲ 42.7%
$34.20
-0.49%
0 Buy
6 Hold
0 Sell
Hold
premium
premium
▲ 4.51%
$9.43
-0.1%
premium
premium
▲ 14.57%
$15.08
-0.66%
5 Buy
0 Hold
1 Sell
Moderate Buy
premium
premium
▲ 7.23%
$180.99
+3.93%
40 Buy
1 Hold
1 Sell
Strong Buy
premium
premium
▲ 83.66%
$7.97
-1.12%
0 Buy
0 Hold
3 Sell
Strong Sell
premium
premium
▼ 21.4%
$46.43
+1.82%
372 Buy
107 Hold
24 Sell
Moderate Buy
premium
premium
▼ 2.44%
$21.88
0%
premium
premium
▼ 0.75%
$56.45
-1.03%
premium
premium
▲ 62.88%
$14.69
-1.87%
0 Buy
8 Hold
0 Sell
Hold
premium
premium
▼ 18.16%
$12.17
-0.49%
2 Buy
4 Hold
0 Sell
Moderate Buy
premium
premium
▼ 3.75%
$15.99
-1.95%
6 Buy
5 Hold
0 Sell
Moderate Buy
premium
premium
▼ 6.11%
$101.37
-0.28%
9 Buy
6 Hold
0 Sell
Moderate Buy
premium
premium
▲ 8.08%
$58.62
+1.23%
1K Buy
532 Hold
68 Sell
Moderate Buy
premium
premium
▲ 8.75%
$16.93
-0.65%
3 Buy
4 Hold
0 Sell
Moderate Buy
premium
premium
▲ 1.62%
$15.39
-0.58%
12 Buy
3 Hold
0 Sell
Strong Buy
premium
premium
▼ 4.09%
$54.55
+1.21%
1K Buy
610 Hold
85 Sell
Moderate Buy
premium
premium
▲ 1.57%
$98.01
-1.05%
8 Buy
12 Hold
3 Sell
Hold
premium
premium
▲ 3.7%
$71.67
-0.03%
8 Buy
5 Hold
0 Sell
Moderate Buy
premium
premium
▲ 3.48%
$60.10
-0.12%
5 Buy
5 Hold
1 Sell
Moderate Buy
premium
premium
▲ 4.61%
$80.85
-1.55%
6 Buy
8 Hold
0 Sell
Moderate Buy
premium
premium
▼ 4.73%
$31.12
-1.77%
10 Buy
3 Hold
0 Sell
Strong Buy
premium
premium
▼ 0.77%