MWC
MBM Wealth Consultants Portfolio holdings
AUM
$374M
1-Year Return
12.32%
This Quarter Return
-10.73%
1 Year Return
+12.32%
3 Year Return
+47.83%
5 Year Return
+67.13%
10 Year Return
–
AUM
$103M
AUM Growth
–
Cap. Flow
+$103M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
40.74%
Holding
238
New
238
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
SPDR Portfolio Short Term Corporate Bond ETF
SPSB
|
$7.91M |
| 2 |
Vanguard Growth ETF
VUG
|
$6.47M |
| 3 |
Vanguard High Dividend Yield ETF
VYM
|
$6.37M |
| 4 |
VanEck Intermediate Muni ETF
ITM
|
$3.67M |
| 5 |
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% |
