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
$197M
AUM Growth
+$13.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
270
New
Increased
Reduced
Closed

Top Buys

1
+$4.77M
2
+$4.12M
3
+$2.77M
4
PFE icon
Pfizer
PFE
+$647K
5
ED icon
Consolidated Edison
ED
+$601K

Top Sells

1
+$5.44M
2
+$3.85M
3
+$986K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$230K
5
VB icon
Vanguard Small-Cap ETF
VB
+$229K

Sector Composition

1 Healthcare 4.42%
2 Financials 2.85%
3 Technology 2.81%
4 Industrials 2.38%
5 Communication Services 1.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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