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
$207M
AUM Growth
+$2.86M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
291
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$2.49M
3
+$2.17M
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.76M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.66M

Top Sells

1
+$5.61M
2
+$2M
3
+$1.87M
4
BAC icon
Bank of America
BAC
+$1.3M
5
SMB icon
VanEck Short Muni ETF
SMB
+$1.12M

Sector Composition

1 Healthcare 3.94%
2 Technology 3.13%
3 Financials 2.36%
4 Industrials 2.26%
5 Consumer Discretionary 1.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$28K 0.01%
481
177
$28K 0.01%
900
178
$27K 0.01%
555
-602
179
$26K 0.01%
91
180
$26K 0.01%
688
181
$26K 0.01%
186
-117
182
$25K 0.01%
685
-42
183
$25K 0.01%
1,000
184
$24K 0.01%
313
185
$24K 0.01%
167
186
$23K 0.01%
150
-150
187
$23K 0.01%
778
188
$23K 0.01%
120
189
$23K 0.01%
81
190
$23K 0.01%
275
191
$23K 0.01%
370
+100
192
$19K 0.01%
95
-121
193
$18K 0.01%
624
194
$16K 0.01%
279
195
$16K 0.01%
150
196
$15K 0.01%
694
-3,198
197
$14K 0.01%
50
-2,916
198
$14K 0.01%
279
199
$14K 0.01%
66
200
$14K 0.01%
590
6 7
8
9 10