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
$216M
AUM Growth
+$8.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$693K
3
+$557K
4
JEF icon
Jefferies Financial Group
JEF
+$524K
5
EPAM icon
EPAM Systems
EPAM
+$507K

Top Sells

1
+$2.87M
2
+$2.47M
3
+$2.13M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$572K
5
DHR icon
Danaher
DHR
+$537K

Sector Composition

1 Financials 4.57%
2 Healthcare 4%
3 Technology 3.85%
4 Industrials 2.45%
5 Consumer Discretionary 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$157K 0.07%
5,138
102
$155K 0.07%
1,366
+197
103
$153K 0.07%
3,794
+699
104
$149K 0.07%
3,339
+1,419
105
$147K 0.07%
6,705
+3,391
106
$144K 0.07%
1,212
107
$144K 0.07%
4,682
+1,115
108
$143K 0.07%
6,262
+1,382
109
$142K 0.07%
8,793
+2,164
110
$142K 0.07%
1,703
+359
111
$141K 0.07%
1,688
+280
112
$140K 0.06%
1,798
+553
113
$139K 0.06%
5,751
+1,671
114
$139K 0.06%
6,474
+1,999
115
$139K 0.06%
4,161
+355
116
$138K 0.06%
7,245
+2,555
117
$138K 0.06%
1,915
+469
118
$138K 0.06%
1,974
+504
119
$135K 0.06%
7,651
+2,898
120
$131K 0.06%
4,106
+1,330
121
$130K 0.06%
511
122
$125K 0.06%
125
123
$119K 0.06%
167
124
$118K 0.05%
1,267
+107
125
$115K 0.05%
+1,356
3 4
5
6 7