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
$207M
AUM Growth
+$2.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$2.49M
3
+$2.17M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.76M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.66M

Top Sells

1
+$5.61M
2
+$2M
3
+$1.87M
4
BAC icon
Bank of America
BAC
+$1.3M
5
SMB icon
VanEck Short Muni ETF
SMB
+$1.12M

Sector Composition

1 Healthcare 3.94%
2 Technology 3.13%
3 Financials 2.36%
4 Industrials 2.26%
5 Consumer Discretionary 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$894K 0.43%
17,430
+373
27
$848K 0.41%
3,440
-148
28
$829K 0.4%
20,831
29
$821K 0.4%
2,894
+71
30
$813K 0.39%
3,413
+34
31
$719K 0.35%
10,199
-109
32
$716K 0.35%
1,792
+14
33
$710K 0.34%
7,151
+611
34
$691K 0.33%
8,642
+255
35
$662K 0.32%
5,710
+1,081
36
$654K 0.32%
+21,375
37
$635K 0.31%
36,484
38
$634K 0.31%
1,328
+35
39
$622K 0.3%
2,207
+139
40
$606K 0.29%
1,159
+13
41
$582K 0.28%
6,681
+986
42
$574K 0.28%
10,339
-742
43
$571K 0.28%
6,149
+995
44
$555K 0.27%
4,402
+814
45
$540K 0.26%
6,316
+442
46
$534K 0.26%
5,600
+183
47
$519K 0.25%
13,250
+1,590
48
$481K 0.23%
8,630
+3,408
49
$480K 0.23%
4,325
+799
50
$467K 0.23%
9,442
+1,799
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