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
301
$3K ﹤0.01%
51
302
$2K ﹤0.01%
10
303
$2K ﹤0.01%
+84
304
$2K ﹤0.01%
+26
305
$2K ﹤0.01%
+28
306
$2K ﹤0.01%
+19
307
$2K ﹤0.01%
1,000
308
$2K ﹤0.01%
+25
309
$2K ﹤0.01%
20
310
$2K ﹤0.01%
+19
311
$2K ﹤0.01%
37
312
$2K ﹤0.01%
100
+50
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$2K ﹤0.01%
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$2K ﹤0.01%
+128
315
$2K ﹤0.01%
+23
316
$2K ﹤0.01%
550
+50
317
$1K ﹤0.01%
55
+5
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$1K ﹤0.01%
7
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$1K ﹤0.01%
+37
320
$1K ﹤0.01%
100
321
$1K ﹤0.01%
3
322
$1K ﹤0.01%
+10
323
$1K ﹤0.01%
550
+50
324
$1K ﹤0.01%
+48
325
$1K ﹤0.01%
+10
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