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
151
$22K 0.02%
+1,000
152
$22K 0.02%
+538
153
$21K 0.02%
+400
154
$21K 0.02%
+2,000
155
$20K 0.02%
+3,640
156
$20K 0.02%
+861
157
$19K 0.02%
+688
158
$19K 0.02%
+287
159
$18K 0.02%
+300
160
$18K 0.02%
+567
161
$16K 0.02%
+204
162
$15K 0.01%
+81
163
$15K 0.01%
+455
164
$14K 0.01%
+333
165
$14K 0.01%
+114
166
$14K 0.01%
+1,000
167
$14K 0.01%
+334
168
$14K 0.01%
+399
169
$13K 0.01%
+413
170
$13K 0.01%
+1,000
171
$13K 0.01%
+130
172
$13K 0.01%
+300
173
$13K 0.01%
+350
174
$12K 0.01%
+1,006
175
$12K 0.01%
+705
5 6
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8 9