MWC

MBM Wealth Consultants Portfolio holdings

AUM $403M
1-Year Est. Return 13.03%
This Quarter Est. Return
1 Year Est. Return
+13.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$7.91M
2
+$6.47M
3
+$6.37M
4
ITM icon
VanEck Intermediate Muni ETF
ITM
+$3.67M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.56M

Top Sells

No sells this quarter

Sector Composition

1 Financials 7.32%
2 Healthcare 7.16%
3 Energy 4.24%
4 Industrials 4.18%
5 Technology 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1K ﹤0.01%
+5
227
$1K ﹤0.01%
+300
228
$1K ﹤0.01%
+40
229
$0 ﹤0.01%
+4
230
$0 ﹤0.01%
+37
231
$0 ﹤0.01%
+31
232
$0 ﹤0.01%
+6
233
$0 ﹤0.01%
+33
234
$0 ﹤0.01%
+12
235
$0 ﹤0.01%
+114
236
$0 ﹤0.01%
+10
237
$0 ﹤0.01%
+11
238
$0 ﹤0.01%
+25
6 7 8 9
10