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
126
$57K 0.06%
+664
127
$56K 0.05%
+1,740
128
$55K 0.05%
+432
129
$53K 0.05%
+520
130
$51K 0.05%
+1,115
131
$51K 0.05%
+575
132
$48K 0.05%
+400
133
$46K 0.04%
+330
134
$46K 0.04%
+734
135
$45K 0.04%
+727
136
$43K 0.04%
+802
137
$43K 0.04%
+445
138
$42K 0.04%
+1,388
139
$41K 0.04%
+1,219
140
$41K 0.04%
+2,085
141
$36K 0.04%
+1,000
142
$35K 0.03%
+730
143
$35K 0.03%
+800
144
$32K 0.03%
+313
145
$32K 0.03%
+3,720
146
$31K 0.03%
+481
147
$29K 0.03%
+668
148
$27K 0.03%
+600
149
$24K 0.02%
+250
150
$23K 0.02%
+927
4 5
6
7 8