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
76
$265K 0.26%
+3,520
77
$255K 0.25%
+18,710
78
$253K 0.25%
+4,452
79
$243K 0.24%
+3,796
80
$243K 0.24%
+1,856
81
$240K 0.23%
+2,461
82
$233K 0.23%
+9,477
83
$210K 0.2%
+1,862
84
$206K 0.2%
+2,824
85
$193K 0.19%
+3,342
86
$180K 0.18%
+881
87
$165K 0.16%
+3,055
88
$160K 0.16%
+1,444
89
$149K 0.15%
+3,582
90
$143K 0.14%
+1,395
91
$119K 0.12%
+4,380
92
$115K 0.11%
+4,670
93
$114K 0.11%
+1,239
94
$109K 0.11%
+2,080
95
$107K 0.1%
+4,044
96
$104K 0.1%
+2,085
97
$102K 0.1%
+1,700
98
$100K 0.1%
+6,000
99
$98K 0.1%
+3,225
100
$95K 0.09%
+1,440
2 3
4
5 6