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
$114M
AUM Growth
+$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
248
New
Increased
Reduced
Closed

Top Buys

1
+$5.2M
2
+$4.99M
3
+$2.57M
4
HYD icon
VanEck High Yield Muni ETF
HYD
+$1.67M
5
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.12M

Top Sells

1
+$2.17M
2
+$2.16M
3
+$2.1M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.82M
5
BKLN icon
Invesco Senior Loan ETF
BKLN
+$1.74M

Sector Composition

1 Financials 7.3%
2 Healthcare 6.31%
3 Industrials 4.36%
4 Technology 3.49%
5 Energy 3.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$47K 0.04%
802
127
$46K 0.04%
1,388
128
$42K 0.04%
1,000
129
$39K 0.03%
800
130
$37K 0.03%
3,720
131
$37K 0.03%
+1,190
132
$36K 0.03%
+200
133
$35K 0.03%
481
134
$35K 0.03%
313
135
$34K 0.03%
730
136
$32K 0.03%
600
137
$28K 0.02%
1,000
138
$27K 0.02%
668
139
$26K 0.02%
+907
140
$26K 0.02%
927
141
$26K 0.02%
688
142
$26K 0.02%
2,000
143
$25K 0.02%
250
144
$25K 0.02%
287
145
$25K 0.02%
3,640
146
$23K 0.02%
+165
147
$20K 0.02%
+125
148
$19K 0.02%
400
149
$19K 0.02%
383
-16
150
$18K 0.02%
455
4 5
6
7 8