MWC
MBM Wealth Consultants Portfolio holdings
AUM
$374M
This Quarter Return
+4.83%
1 Year Return
+12.32%
3 Year Return
+47.83%
5 Year Return
+67.13%
10 Year Return
–
AUM
$213M
AUM Growth
+$213M
(+8.2%)
Cap. Flow
+$7.23M
Cap. Flow
% of AUM
3.39%
Top 10 Holdings %
Top 10 Hldgs %
50.31%
Holding
279
New
20
Increased
62
Reduced
50
Closed
10
Top Buys
Top Sells
Sector Composition
| 1 | Healthcare | 4.45% |
| 2 | Financials | 3.06% |
| 3 | Technology | 2.81% |
| 4 | Industrials | 2.27% |
| 5 | Energy | 1.43% |