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
$120M
AUM Growth
+$6.27M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$1.11M
2
+$993K
3
+$852K
4
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$315K
5
MED icon
Medifast
MED
+$311K

Top Sells

1
+$1.05M
2
+$947K
3
+$859K
4
IDTI
Integrated Device Technology I
IDTI
+$362K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$159K

Sector Composition

1 Financials 7.25%
2 Healthcare 6.23%
3 Industrials 3.88%
4 Technology 3.61%
5 Energy 3.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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$0 ﹤0.01%
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-7,385
232
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-10
233
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-56
234
$0 ﹤0.01%
11
235
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-220
236
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-3,158
237
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-4,709
238
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-37
6 7 8 9
10