MWC
MBM Wealth Consultants Portfolio holdings
AUM
$374M
This Quarter Return
+5.02%
1 Year Return
+12.32%
3 Year Return
+47.83%
5 Year Return
+67.13%
10 Year Return
–
AUM
$135M
AUM Growth
+$135M
(+6%)
Cap. Flow
+$1.74M
Cap. Flow
% of AUM
1.29%
Top 10 Holdings %
Top 10 Hldgs %
48.36%
Holding
224
New
15
Increased
45
Reduced
46
Closed
9
Top Buys
Top Sells
| 1 |
PNC Financial Services
PNC
|
$921K |
| 2 |
Raymond James Financial
RJF
|
$840K |
| 3 |
iShares Micro-Cap ETF
IWC
|
$629K |
| 4 |
FM
iShares Frontier and Select EM ETF
FM
|
$613K |
| 5 |
CELG
Celgene Corp
CELG
|
$442K |
Sector Composition
| 1 | Healthcare | 6.01% |
| 2 | Financials | 5.16% |
| 3 | Industrials | 4.03% |
| 4 | Technology | 3.46% |
| 5 | Energy | 3.1% |
