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
101
$94K 0.09%
+1,262
102
$93K 0.09%
+2,076
103
$91K 0.09%
+2,044
104
$90K 0.09%
+1,212
105
$90K 0.09%
+612
106
$88K 0.09%
+1,152
107
$85K 0.08%
+732
108
$84K 0.08%
+1,140
109
$78K 0.08%
+2,886
110
$78K 0.08%
+3,158
111
$66K 0.06%
+167
112
$66K 0.06%
+604
113
$66K 0.06%
+511
114
$65K 0.06%
+334
115
$64K 0.06%
+530
116
$63K 0.06%
+750
117
$63K 0.06%
+1,031
118
$62K 0.06%
+835
119
$62K 0.06%
+4,000
120
$61K 0.06%
+624
121
$60K 0.06%
+2,056
122
$60K 0.06%
+1,620
123
$59K 0.06%
+2,414
124
$58K 0.06%
+603
125
$58K 0.06%
+688
3 4
5
6 7