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
51
$514K 0.5%
+1,963
52
$511K 0.5%
+6,200
53
$485K 0.47%
+18,551
54
$484K 0.47%
+2,565
55
$480K 0.47%
+10,629
56
$475K 0.46%
+4,166
57
$449K 0.44%
+13,418
58
$412K 0.4%
+5,055
59
$404K 0.39%
+2,505
60
$402K 0.39%
+5,899
61
$399K 0.39%
+7,700
62
$395K 0.39%
+8,637
63
$389K 0.38%
+5,931
64
$381K 0.37%
+3,529
65
$381K 0.37%
+7,867
66
$367K 0.36%
+1,500
67
$356K 0.35%
+3,893
68
$327K 0.32%
+6,408
69
$323K 0.31%
+4,863
70
$310K 0.3%
+7,038
71
$302K 0.29%
+4,623
72
$292K 0.28%
+4,527
73
$286K 0.28%
+1,280
74
$283K 0.28%
+1,389
75
$266K 0.26%
+4,641
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3
4 5