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
176
$11K 0.01%
+1,000
177
$11K 0.01%
+119
178
$11K 0.01%
+64
179
$10K 0.01%
+200
180
$10K 0.01%
+800
181
$9K 0.01%
+84
182
$9K 0.01%
+66
183
$9K 0.01%
+216
184
$9K 0.01%
+131
185
$8K 0.01%
+319
186
$8K 0.01%
+163
187
$8K 0.01%
+276
188
$7K 0.01%
+100
189
$7K 0.01%
+60
190
$7K 0.01%
+156
191
$7K 0.01%
+123
192
$7K 0.01%
+213
193
$7K 0.01%
+118
194
$6K 0.01%
+87
195
$6K 0.01%
+142
196
$6K 0.01%
+150
197
$6K 0.01%
+100
198
$6K 0.01%
+138
199
$5K ﹤0.01%
+80
200
$5K ﹤0.01%
+100
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8
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