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
201
$20K 0.01%
+4,337
202
$20K 0.01%
150
203
$19K 0.01%
870
+176
204
$18K 0.01%
220
-150
205
$17K 0.01%
279
206
$15K 0.01%
56
207
$15K 0.01%
50
208
$15K 0.01%
682
-7,305
209
$15K 0.01%
+206
210
$15K 0.01%
461
-317
211
$14K 0.01%
279
212
$14K 0.01%
66
213
$14K 0.01%
333
214
$14K 0.01%
+140
215
$13K 0.01%
290
216
$13K 0.01%
+137
217
$13K 0.01%
84
218
$13K 0.01%
150
219
$13K 0.01%
49
220
$13K 0.01%
576
221
$13K 0.01%
100
222
$12K 0.01%
200
223
$12K 0.01%
+410
224
$12K 0.01%
250
225
$11K 0.01%
+230
7 8
9
10 11