MW Roth - New Portfolio

Mo Wire

MW Roth
Individual Investor
Ranked #37,231 out of 794,582 TipRanks' Investors
Success Rate
68%
91 out of 133
profitable transactions
Average Return
13.00%
Average return
per transaction
Share this portfolio:

Allocation

Top Stocks
17.16% O
15.19% T
13.41% HSY
9.74% NVDA
7.73% ARCC
36.77% Others
By Assets
80.27% Stocks
16.33% ETFs
2.97% Cash
0.43% Funds
0.00% Cryptocurrency
By Sector
24.76% Real Estate
17.27% General
16.90% Consumer Defensive
15.88% Communication Services
14.02% Financial
11.17% Other

Portfolio Holdings

Name
Price
Price Change
Analyst Consensus
Analyst Price Target
Smart Score
Market Cap
Yearly Gain
Follow
beru1mcjamn
beru1mcjamn
beru1mcjamn
beru1mcjamn
premium
premium
beru1mcjamn
beru1mcjamn
beru1mcjamn
1hh54kxwxid
1hh54kxwxid
1hh54kxwxid
1hh54kxwxid
premium
premium
1hh54kxwxid
1hh54kxwxid
1hh54kxwxid
psvlut2m6p8
psvlut2m6p8
psvlut2m6p8
psvlut2m6p8
premium
premium
psvlut2m6p8
psvlut2m6p8
psvlut2m6p8
rhamlktnlaq
rhamlktnlaq
rhamlktnlaq
rhamlktnlaq
premium
premium
rhamlktnlaq
rhamlktnlaq
rhamlktnlaq
4d0e6pnd5bn
4d0e6pnd5bn
4d0e6pnd5bn
4d0e6pnd5bn
premium
premium
4d0e6pnd5bn
4d0e6pnd5bn
4d0e6pnd5bn
lza50j9gpq
lza50j9gpq
lza50j9gpq
lza50j9gpq
premium
premium
lza50j9gpq
lza50j9gpq
lza50j9gpq
m887wbfibzs
m887wbfibzs
m887wbfibzs
m887wbfibzs
premium
premium
m887wbfibzs
m887wbfibzs
m887wbfibzs
9ozm9tw
9ozm9tw
9ozm9tw
9ozm9tw
premium
premium
9ozm9tw
9ozm9tw
9ozm9tw
4a1vn4
4a1vn4
4a1vn4
4a1vn4
premium
premium
4a1vn4
4a1vn4
4a1vn4
qa0xytc9m
qa0xytc9m
qa0xytc9m
qa0xytc9m
premium
premium
qa0xytc9m
qa0xytc9m
qa0xytc9m
To view investors' portfolios
Sign Up For Free
$19.97
$1.55
(7.2%)
7 Buy
1 Hold
0 Sell
Strong Buy
premium
premium
$13.67B
-2.92%
$162.24
$4.59
(2.75%)
0 Buy
15 Hold
4 Sell
Hold
premium
premium
$32.86B
-16.26%
$55.15
$1.91
(3.35%)
2 Buy
9 Hold
0 Sell
Hold
premium
premium
$49.18B
4.04%
JEPI
JEPI
< ETF >
$52.14
$3.07
(5.56%)
1K Buy
590 Hold
54 Sell
Moderate Buy
premium
premium
$38.34B
-8.85%
$26.64
$1.96
(6.85%)
18 Buy
5 Hold
0 Sell
Strong Buy
premium
premium
$191.23B
52.93%
$263.47
$19.73
(6.97%)
9 Buy
5 Hold
0 Sell
Moderate Buy
premium
premium
$58.62B
10.39%
$34.69
$0.71
(2.01%)
1 Buy
2 Hold
1 Sell
Hold
premium
premium
$1.58B
8.71%
PFO
PFO
< FUND >
$8.55
$0.54
(5.94%)
premium
premium
$120.18M
3.01%
$14.30
$1.14
(7.38%)
1 Buy
1 Hold
1 Sell
Hold
premium
premium
$898.48M
-1.11%
$94.31
$7.49
(7.36%)
38 Buy
4 Hold
0 Sell
Strong Buy
premium
premium
$2.30T
7.16%
IRET
IRET
< ETF >
$18.34
$0.693
(3.64%)
177 Buy
166 Hold
13 Sell
Moderate Buy
premium
premium
$4.28M
-9.17%
$27.13
$0.78
(2.79%)
2 Buy
2 Hold
1 Sell
Hold
premium
premium
$2.92B
10.37%
COWZ
COWZ
< ETF >
$49.12
$2.73
(5.27%)
916 Buy
645 Hold
63 Sell
Moderate Buy
premium
premium
$22.20B
-14.87%
$55.30
$1.9
(3.32%)
5 Buy
10 Hold
1 Sell
Hold
premium
premium
$112.52B
7.75%
$11.21
$0.51
(4.35%)
1 Buy
2 Hold
1 Sell
Hold
premium
premium
$2.12B
-13.50%
CTA
CTA
< ETF >
$28.85
$0.58
(1.97%)
premium
premium
$1.02B
11.56%
$33.38
$2.34
(6.55%)
10 Buy
10 Hold
0 Sell
Moderate Buy
premium
premium
$126.21B
-18.39%
FEPI
FEPI
< ETF >
$37.39
$2.4
(6.03%)
371 Buy
126 Hold
30 Sell
Moderate Buy
premium
premium
$413.19M
-32.02%
PFFA
PFFA
< ETF >
$20.06
$0.85
(4.07%)
premium
premium
$1.43B
-4.43%
$15.28
$0.34
(2.18%)
8 Buy
0 Hold
0 Sell
Strong Buy
premium
premium
$1.25B
-13.28%
$39.86
$2.06
(4.91%)
premium
premium
$87.68B
34.66%
SCHG
SCHG
< ETF >
$22.57
$1.47
(6.11%)
3K Buy
1K Hold
114 Sell
Moderate Buy
premium
premium
$33.56B
-2.28%
$19.41
$1.32
(6.37%)
0 Buy
4 Hold
1 Sell
Hold
premium
premium
$5.44B
1.20%