MWC

MBM Wealth Consultants Portfolio holdings

AUM $338M
AUM
$338M
AUM Growth
+$2.53M
Cap. Flow
+$10.6M
Cap. Flow %
3.15%
Top 10 Hldgs %
66.42%
Holding
108
New
4
Increased
78
Reduced
15
Closed
3

Top Buys

1
$1.26M
2
$1.01M
3
$984K
4
$765K
5
$758K

Top Sells

1
$429K
2
$111K
3
$78.3K
4
$77.1K
5
$70.9K

Sector Composition

1Financials4.54%
2Technology4.26%
3Healthcare2.96%
4Industrials2.51%
5Consumer Discretionary1.83%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$1.8M0.53%15,969
-629
-4%
-$70.9K
$1.76M0.52%16,255
-17
-0.1%
-$1.84K
$1.72M0.51%77,699
+3,514
+5%
+$77.9K
$1.72M0.51%6,078
+17
+0.3%
+$4.81K
$1.69M0.5%9,817
+147
+2%
+$25.4K
$1.69M0.5%3,176
-1
-0%
-$533
$1.66M0.49%4,524
+42
+0.9%
+$15.4K
$1.64M0.48%1,732
+12
+0.7%
+$11.3K
$1.62M0.48%12,244
+610
+5%
+$80.6K
$1.53M0.45%2,926
+54
+2%
+$28.3K
$1.51M0.45%30,277
+2,697
+10%
+$135K
$1.48M0.44%27,627
-216
-0.8%
-$11.6K
$1.43M0.42%9,175
+51
+0.6%
+$7.97K
$1.43M0.42%2,276
+37
+2%
+$23.2K
$1.4M0.41%17,899
+222
+1%
+$17.4K
$1.34M0.4%2,772
+108
+4%
+$52.4K
$1.33M0.39%2,988
+59
+2%
+$26.4K
$1.31M0.39%3,986
+101
+3%
+$33.2K
$1.26M0.37%20,831 ––
$1.22M0.36%4,962
+145
+3%
+$35.5K
$1.2M0.35%29,410
+1,374
+5%
+$56K
$1.15M0.34%15,789
+431
+3%
+$31.4K
$1.09M0.32%30,037
+1,195
+4%
+$43.5K
$1.07M0.32%2,787
+87
+3%
+$33.4K
$1.05M0.31%12,432
+639
+5%
+$53.9K
12345