MWC
MBM Wealth Consultants Portfolio holdings
AUM
$374M
1-Year Return
12.32%
This Quarter Return
-9.69%
1 Year Return
+12.32%
3 Year Return
+47.83%
5 Year Return
+67.13%
10 Year Return
–
AUM
$205M
AUM Growth
-$36.2M
(-15%)
Cap. Flow
-$17.8M
Cap. Flow
% of AUM
-8.69%
Top 10 Holdings %
Top 10 Hldgs %
64.82%
Holding
321
New
11
Increased
76
Reduced
73
Closed
38
Top Buys
Top Sells
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$10.1M |
| 2 |
iShares Core 1-5 Year USD Bond ETF
ISTB
|
$9.83M |
| 3 |
iShares MBS ETF
MBB
|
$6.58M |
| 4 |
Vanguard Emerging Markets Government Bond ETF
VWOB
|
$6.41M |
| 5 |
VanEck Intermediate Muni ETF
ITM
|
$5.32M |
Sector Composition
| 1 | Healthcare | 4.2% |
| 2 | Technology | 2.81% |
| 3 | Financials | 2.48% |
| 4 | Industrials | 2.31% |
| 5 | Consumer Discretionary | 1.71% |
