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
$207M
AUM Growth
+$2.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$2.49M
3
+$2.17M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.76M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.66M

Top Sells

1
+$5.61M
2
+$2M
3
+$1.87M
4
BAC icon
Bank of America
BAC
+$1.3M
5
SMB icon
VanEck Short Muni ETF
SMB
+$1.12M

Sector Composition

1 Healthcare 3.94%
2 Technology 3.13%
3 Financials 2.36%
4 Industrials 2.26%
5 Consumer Discretionary 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
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