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
276
$4K ﹤0.01%
+103
277
$4K ﹤0.01%
72
-1,086
278
$4K ﹤0.01%
80
-1,228
279
$4K ﹤0.01%
+79
280
$4K ﹤0.01%
60
281
$4K ﹤0.01%
+208
282
$3K ﹤0.01%
+73
283
$3K ﹤0.01%
+87
284
$3K ﹤0.01%
+128
285
$3K ﹤0.01%
150
286
$3K ﹤0.01%
+26
287
$3K ﹤0.01%
+64
288
$3K ﹤0.01%
128
-189
289
$3K ﹤0.01%
26
290
$3K ﹤0.01%
+20
291
$3K ﹤0.01%
+23
292
$3K ﹤0.01%
+49
293
$3K ﹤0.01%
79
-606
294
$3K ﹤0.01%
24
295
$3K ﹤0.01%
90
-534
296
$3K ﹤0.01%
37
297
$3K ﹤0.01%
+210
298
$3K ﹤0.01%
50
299
$3K ﹤0.01%
+206
300
$3K ﹤0.01%
+152
10 11
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