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
$103M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$7.91M
2
+$6.47M
3
+$6.37M
4
ITM icon
VanEck Intermediate Muni ETF
ITM
+$3.67M
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.56M

Top Sells

No sells this quarter

Sector Composition

1 Financials 7.32%
2 Healthcare 7.16%
3 Energy 4.24%
4 Industrials 4.18%
5 Technology 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.02M 0.99%
+9,377
27
$924K 0.9%
+29,883
28
$866K 0.84%
+6,561
29
$855K 0.83%
+7,314
30
$846K 0.82%
+7,473
31
$827K 0.81%
+4,812
32
$817K 0.8%
+16,467
33
$816K 0.8%
+51,351
34
$806K 0.79%
+14,936
35
$796K 0.78%
+3,252
36
$763K 0.74%
+19,048
37
$760K 0.74%
+66,023
38
$740K 0.72%
+7,286
39
$733K 0.71%
+15,619
40
$686K 0.67%
+2,126
41
$647K 0.63%
+7,267
42
$618K 0.6%
+3,595
43
$596K 0.58%
+2,393
44
$594K 0.58%
+13,710
45
$565K 0.55%
+10,041
46
$555K 0.54%
+4,301
47
$544K 0.53%
+13,788
48
$531K 0.52%
+8,512
49
$518K 0.51%
+33,218
50
$516K 0.5%
+14,688
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