MWC

MBM Wealth Consultants Portfolio holdings

AUM $421M
1-Year Est. Return 13.49%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$103M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
238
New
Increased
Reduced
Closed

Top Buys

1
+$7.9M
2
+$7M
3
+$6.82M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$3.84M
5
VB icon
Vanguard Small-Cap ETF
VB
+$3.36M

Top Sells

No sells this quarter

Sector Composition

1 Financials 7.32%
2 Healthcare 7.16%
3 Energy 4.24%
4 Industrials 4.18%
5 Technology 3.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1K ﹤0.01%
+34
227
$1K ﹤0.01%
+100
228
$1K ﹤0.01%
+5
229
$0 ﹤0.01%
+6
230
$0 ﹤0.01%
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231
$0 ﹤0.01%
+11
232
$0 ﹤0.01%
+25
233
$0 ﹤0.01%
+37
234
$0 ﹤0.01%
+31
235
$0 ﹤0.01%
+33
236
$0 ﹤0.01%
+12
237
$0 ﹤0.01%
+114
238
$0 ﹤0.01%
+4
6 7 8 9
10