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
$213M
AUM Growth
+$16.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$11.7M
2
+$8.15M
3
+$5.65M
4
LQDH icon
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
+$1.59M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$982K

Top Sells

1
+$11.2M
2
+$5.31M
3
+$3.21M
4
SPSB icon
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
+$1.72M
5
ISTB icon
iShares Core 1-5 Year USD Bond ETF
ISTB
+$1.56M

Sector Composition

1 Healthcare 4.45%
2 Financials 3.06%
3 Technology 2.81%
4 Industrials 2.27%
5 Energy 1.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$8K ﹤0.01%
+268
227
$7K ﹤0.01%
212
228
$7K ﹤0.01%
+100
229
$7K ﹤0.01%
118
230
$6K ﹤0.01%
100
231
$6K ﹤0.01%
+15
232
$5K ﹤0.01%
+82
233
$5K ﹤0.01%
+75
234
$5K ﹤0.01%
+300
235
$5K ﹤0.01%
100
236
$5K ﹤0.01%
30
237
$5K ﹤0.01%
91
238
$5K ﹤0.01%
100
239
$3K ﹤0.01%
100
240
$3K ﹤0.01%
60
241
$3K ﹤0.01%
10
242
$3K ﹤0.01%
60
243
$3K ﹤0.01%
37
244
$3K ﹤0.01%
50
245
$3K ﹤0.01%
1,000
246
$3K ﹤0.01%
17
247
$2K ﹤0.01%
200
248
$2K ﹤0.01%
29
249
$2K ﹤0.01%
26
250
$2K ﹤0.01%
70
8 9
10
11 12