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
$216M
AUM Growth
+$8.71M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
363
New
Increased
Reduced
Closed

Top Buys

1
+$1.15M
2
+$693K
3
+$557K
4
JEF icon
Jefferies Financial Group
JEF
+$524K
5
EPAM icon
EPAM Systems
EPAM
+$507K

Top Sells

1
+$2.87M
2
+$2.47M
3
+$2.13M
4
JMST icon
JPMorgan Ultra-Short Municipal Income ETF
JMST
+$572K
5
DHR icon
Danaher
DHR
+$537K

Sector Composition

1 Financials 4.57%
2 Healthcare 4%
3 Technology 3.85%
4 Industrials 2.45%
5 Consumer Discretionary 1.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$37K 0.02%
1,064
177
$37K 0.02%
+444
178
$36K 0.02%
113
+22
179
$36K 0.02%
200
180
$35K 0.02%
555
181
$33K 0.02%
366
+243
182
$33K 0.02%
182
+15
183
$31K 0.01%
+573
184
$29K 0.01%
688
185
$28K 0.01%
481
186
$28K 0.01%
324
+49
187
$28K 0.01%
2,032
188
$27K 0.01%
+360
189
$27K 0.01%
439
-4,348
190
$27K 0.01%
900
191
$27K 0.01%
81
192
$26K 0.01%
212
+26
193
$26K 0.01%
1,000
194
$24K 0.01%
+535
195
$24K 0.01%
+241
196
$23K 0.01%
120
197
$22K 0.01%
48
-435
198
$21K 0.01%
+348
199
$21K 0.01%
500
-615
200
$20K 0.01%
+412
6 7
8
9 10