MWC
MBM Wealth Consultants Portfolio holdings
AUM
$421M
1-Year Est. Return
13.49%
This Fund
S&P 500
1 Year Est. Return
+13.49%
AUM
$205M
AUM Growth
-$36.2M
(-15%)
Holding
321
Top Buys
| 1 | +$17.7M | |
| 2 | +$11.7M | |
| 3 | +$10.7M | |
| 4 |
iShares Floating Rate Bond ETF
FLOT
|
+$3.73M |
| 5 |
PGIM Ultra Short Bond ETF
PULS
|
+$2.02M |
Top Sells
| 1 | +$10.1M | |
| 2 | +$9.83M | |
| 3 | +$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% |