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
251
$7K ﹤0.01%
58
252
$7K ﹤0.01%
100
253
$7K ﹤0.01%
91
254
$7K ﹤0.01%
179
-153
255
$7K ﹤0.01%
167
256
$6K ﹤0.01%
+78
257
$6K ﹤0.01%
+21
258
$6K ﹤0.01%
+22
259
$6K ﹤0.01%
+230
260
$6K ﹤0.01%
+83
261
$6K ﹤0.01%
+101
262
$6K ﹤0.01%
+115
263
$5K ﹤0.01%
+218
264
$5K ﹤0.01%
+23
265
$5K ﹤0.01%
100
266
$5K ﹤0.01%
+29
267
$5K ﹤0.01%
100
268
$5K ﹤0.01%
+68
269
$5K ﹤0.01%
+59
270
$4K ﹤0.01%
+434
271
$4K ﹤0.01%
+98
272
$4K ﹤0.01%
+52
273
$4K ﹤0.01%
+96
274
$4K ﹤0.01%
39
275
$4K ﹤0.01%
142
-17
9 10
11
12 13