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MWC

MBM Wealth Consultants Portfolio holdings

AUM $436M
1-Year Est. Return 14.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.21%
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
+$1.2M
2
+$699K
3
+$532K
4
SCHW
Charles Schwab
SCHW
+$527K
5
EPAM icon
EPAM Systems
EPAM
+$520K

Top Sells

1
+$2.87M
2
+$2.46M
3
+$2.12M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$570K
5
DHR icon
Danaher
DHR
+$534K

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
301
$3K ﹤0.01%
51
302
$2K ﹤0.01%
+19
303
$2K ﹤0.01%
10
304
$2K ﹤0.01%
+128
305
$2K ﹤0.01%
+23
306
$2K ﹤0.01%
20
307
$2K ﹤0.01%
+19
308
$2K ﹤0.01%
37
309
$2K ﹤0.01%
100
+50
310
$2K ﹤0.01%
+31
311
$2K ﹤0.01%
+84
312
$2K ﹤0.01%
+26
313
$2K ﹤0.01%
+28
314
$2K ﹤0.01%
1,000
315
$2K ﹤0.01%
+25
316
$2K ﹤0.01%
55
+5
317
$1K ﹤0.01%
+37
318
$1K ﹤0.01%
100
319
$1K ﹤0.01%
+40
320
$1K ﹤0.01%
+5
321
$1K ﹤0.01%
55
+5
322
$1K ﹤0.01%
7
323
$1K ﹤0.01%
3
324
$1K ﹤0.01%
+10
325
$1K ﹤0.01%
550
+50
11 12
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