MWC
MBM Wealth Consultants Portfolio holdings
AUM
$374M
1-Year Return
12.32%
This Quarter Return
+5.02%
1 Year Return
+12.32%
3 Year Return
+47.83%
5 Year Return
+67.13%
10 Year Return
–
AUM
$234M
AUM Growth
-$11.6M
(-4.8%)
Cap. Flow
+$3.83M
Cap. Flow
% of AUM
1.64%
Top 10 Holdings %
Top 10 Hldgs %
67.35%
Holding
287
New
–
Increased
77
Reduced
20
Closed
177
Top Buys
| 1 |
Vanguard Growth ETF
VUG
|
$4.02M |
| 2 |
Vanguard High Dividend Yield ETF
VYM
|
$3.91M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$3.87M |
| 4 |
Vanguard Small-Cap ETF
VB
|
$1.87M |
| 5 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$764K |
Top Sells
Sector Composition
| 1 | Technology | 5.07% |
| 2 | Healthcare | 3.51% |
| 3 | Financials | 2.8% |
| 4 | Industrials | 2.52% |
| 5 | Consumer Discretionary | 1.33% |
