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
51
$503K 0.44%
4,057
-109
52
$499K 0.44%
13,456
+38
53
$492K 0.43%
10,934
+305
54
$485K 0.43%
2,673
+168
55
$481K 0.42%
5,954
+55
56
$479K 0.42%
4,091
+198
57
$478K 0.42%
8,140
+440
58
$466K 0.41%
5,075
+20
59
$439K 0.38%
3,677
+148
60
$418K 0.37%
6,558
+150
61
$416K 0.36%
8,637
62
$391K 0.34%
4,148
+352
63
$384K 0.34%
4,506
-357
64
$371K 0.33%
1,355
+1,241
65
$366K 0.32%
1,512
+123
66
$364K 0.32%
20,330
+1,620
67
$363K 0.32%
4,889
+362
68
$362K 0.32%
7,385
-482
69
$361K 0.32%
7,671
+633
70
$360K 0.32%
2,662
+201
71
$347K 0.3%
5,011
+370
72
$346K 0.3%
6,414
+483
73
$340K 0.3%
4,624
+1
74
$339K 0.3%
2,035
+179
75
$295K 0.26%
10,460
+983
1 2
3
4 5