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
176
$8K 0.01%
60
177
$8K 0.01%
131
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$7K 0.01%
87
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$7K 0.01%
118
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$7K 0.01%
156
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$7K 0.01%
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$7K 0.01%
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$6K 0.01%
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$6K 0.01%
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$5K ﹤0.01%
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$5K ﹤0.01%
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$5K ﹤0.01%
120
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$4K ﹤0.01%
61
189
$4K ﹤0.01%
100
190
$4K ﹤0.01%
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191
$4K ﹤0.01%
1,000
192
$4K ﹤0.01%
50
193
$3K ﹤0.01%
37
194
$3K ﹤0.01%
26
195
$3K ﹤0.01%
100
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$2K ﹤0.01%
50
-70
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$2K ﹤0.01%
17
198
$2K ﹤0.01%
300
199
$2K ﹤0.01%
40
200
$2K ﹤0.01%
56
6 7
8
9 10