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
$114M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$4.99M
3
+$2.57M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.67M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.12M

Top Sells

1
+$2.17M
2
+$2.16M
3
+$2.1M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.82M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$1.74M

Sector Composition

1 Financials 7.3%
2 Healthcare 6.31%
3 Industrials 4.36%
4 Technology 3.49%
5 Energy 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.12M 0.98%
+20,025
27
$1.02M 0.9%
14,613
-323
28
$980K 0.86%
6,273
-288
29
$947K 0.83%
4,709
-103
30
$879K 0.77%
7,165
-149
31
$872K 0.76%
7,397
+111
32
$863K 0.76%
16,107
-360
33
$859K 0.75%
3,185
-67
34
$831K 0.73%
15,476
-143
35
$831K 0.73%
50,349
-1,002
36
$785K 0.69%
2,057
-69
37
$738K 0.65%
7,107
-160
38
$708K 0.62%
13,105
-605
39
$692K 0.61%
3,605
+10
40
$689K 0.6%
14,500
+712
41
$612K 0.54%
2,598
+33
42
$609K 0.53%
4,359
+58
43
$599K 0.53%
6,453
+253
44
$599K 0.53%
10,135
+94
45
$594K 0.52%
2,402
+9
46
$589K 0.52%
1,963
47
$565K 0.5%
14,798
+110
48
$558K 0.49%
19,621
+1,070
49
$556K 0.49%
8,332
-180
50
$551K 0.48%
32,174
-1,044
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