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
151
$18K 0.02%
280
-20
152
$18K 0.02%
567
153
$17K 0.01%
204
154
$17K 0.01%
413
155
$17K 0.01%
1,000
156
$16K 0.01%
334
157
$15K 0.01%
91
+10
158
$14K 0.01%
1,006
159
$14K 0.01%
350
160
$13K 0.01%
64
161
$13K 0.01%
1,000
162
$13K 0.01%
705
163
$13K 0.01%
300
164
$13K 0.01%
1,000
165
$13K 0.01%
88
-344
166
$12K 0.01%
200
167
$12K 0.01%
800
168
$11K 0.01%
333
169
$10K 0.01%
84
170
$10K 0.01%
66
171
$10K 0.01%
216
172
$9K 0.01%
87
-32
173
$9K 0.01%
123
174
$8K 0.01%
319
175
$8K 0.01%
100
5 6
7
8 9