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
$216M
AUM Growth
+$8.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$693K
3
+$557K
4
JEF icon
Jefferies Financial Group
JEF
+$524K
5
EPAM icon
EPAM Systems
EPAM
+$507K

Top Sells

1
+$2.87M
2
+$2.47M
3
+$2.13M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$572K
5
DHR icon
Danaher
DHR
+$537K

Sector Composition

1 Financials 4.57%
2 Healthcare 4%
3 Technology 3.85%
4 Industrials 2.45%
5 Consumer Discretionary 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$11K 0.01%
310
227
$11K 0.01%
+153
228
$11K 0.01%
44
229
$11K 0.01%
61
230
$10K ﹤0.01%
100
231
$10K ﹤0.01%
590
232
$9K ﹤0.01%
+367
233
$9K ﹤0.01%
45
-50
234
$9K ﹤0.01%
+96
235
$9K ﹤0.01%
307
+96
236
$8K ﹤0.01%
+44
237
$8K ﹤0.01%
+57
238
$8K ﹤0.01%
122
-53
239
$8K ﹤0.01%
87
240
$8K ﹤0.01%
319
241
$8K ﹤0.01%
100
242
$8K ﹤0.01%
+251
243
$8K ﹤0.01%
212
244
$8K ﹤0.01%
+182
245
$8K ﹤0.01%
+59
246
$8K ﹤0.01%
+36
247
$8K ﹤0.01%
+69
248
$8K ﹤0.01%
216
249
$7K ﹤0.01%
162
250
$7K ﹤0.01%
70
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