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
$219M
AUM Growth
+$5.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$3.09M
3
+$1.01M
4
AZN icon
AstraZeneca
AZN
+$513K
5
MBB icon
iShares MBS ETF
MBB
+$479K

Top Sells

1
+$2.16M
2
+$1.69M
3
+$1.13M
4
ALXN
Alexion Pharmaceuticals
ALXN
+$535K
5
JNJ icon
Johnson & Johnson
JNJ
+$397K

Sector Composition

1 Healthcare 3.73%
2 Financials 3.07%
3 Technology 2.99%
4 Industrials 2.55%
5 Energy 1.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$12K 0.01%
500
227
$11K 0.01%
200
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$11K 0.01%
216
229
$11K 0.01%
215
+155
230
$11K 0.01%
19
231
$10K ﹤0.01%
375
232
$10K ﹤0.01%
100
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$9K ﹤0.01%
+395
234
$9K ﹤0.01%
275
235
$9K ﹤0.01%
100
236
$9K ﹤0.01%
100
237
$9K ﹤0.01%
87
238
$9K ﹤0.01%
268
239
$8K ﹤0.01%
319
240
$8K ﹤0.01%
162
241
$8K ﹤0.01%
89
242
$8K ﹤0.01%
150
243
$8K ﹤0.01%
+130
244
$7K ﹤0.01%
212
245
$7K ﹤0.01%
118
246
$7K ﹤0.01%
130
-188
247
$7K ﹤0.01%
+144
248
$6K ﹤0.01%
+215
249
$6K ﹤0.01%
91
250
$6K ﹤0.01%
100
8 9
10
11 12