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
76
$237K 0.11%
2,553
77
$236K 0.11%
812
78
$221K 0.11%
483
+13
79
$220K 0.11%
2,504
-277
80
$186K 0.09%
12,570
+5,852
81
$186K 0.09%
4,484
82
$175K 0.08%
23,804
-16,775
83
$171K 0.08%
3,842
-828
84
$171K 0.08%
10,747
+330
85
$168K 0.08%
7,987
+2,438
86
$164K 0.08%
1,150
87
$151K 0.07%
1,758
88
$150K 0.07%
1,678
+428
89
$137K 0.07%
3,018
+509
90
$136K 0.07%
5,138
91
$133K 0.06%
4,266
-41,635
92
$131K 0.06%
2,076
93
$130K 0.06%
276
94
$129K 0.06%
1,169
+285
95
$129K 0.06%
1,070
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96
$125K 0.06%
1,359
+299
97
$122K 0.06%
1,790
+371
98
$122K 0.06%
3,095
+582
99
$121K 0.06%
1,400
100
$120K 0.06%
3,806
-1,626
2 3
4
5 6