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
$127M
AUM Growth
+$6.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$1.46M
2
+$968K
3
+$825K
4
J icon
Jacobs Solutions
J
+$492K
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$429K

Top Sells

1
+$161K
2
+$120K
3
+$110K
4
WM icon
Waste Management
WM
+$94.5K
5
CTVA icon
Corteva
CTVA
+$92K

Sector Composition

1 Financials 7.12%
2 Healthcare 5.71%
3 Industrials 3.97%
4 Technology 3.49%
5 Energy 2.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-6
227
– –
-50
228
$0 ﹤0.01%
33
229
– –
-71
230
– –
-16
6 7 8 9
10