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MWC

MBM Wealth Consultants Portfolio holdings

AUM $436M
1-Year Est. Return 14.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
-$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
287
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$3.67M
3
+$3.65M
4
VB icon
Vanguard Small-Cap ETF
VB
+$1.73M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$754K

Top Sells

1
+$4.33M
2
+$4.08M
3
+$2.52M
4
SMB icon
VanEck Short Muni ETF
SMB
+$838K
5
SHM icon
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
+$766K

Sector Composition

1 Technology 5.07%
2 Healthcare 3.51%
3 Financials 2.8%
4 Industrials 2.52%
5 Consumer Discretionary 1.33%
Name Market Value Portfolio Weight Shares or Principal Change
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