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

Top Buys

1
+$11.6M
2
+$8.15M
3
+$5.66M
4
LQDH icon
iShares Interest Rate Hedged Corporate Bond ETF
LQDH
+$1.59M
5
DFUS icon
Dimensional US Equity ETF
DFUS
+$971K

Top Sells

1
+$11.2M
2
+$5.31M
3
+$3.22M
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
+$1.57M

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
251
$2K ﹤0.01%
25
252
$2K ﹤0.01%
+346
253
$2K ﹤0.01%
3
254
$2K ﹤0.01%
47
255
$1K ﹤0.01%
+20
256
$1K ﹤0.01%
11
257
$1K ﹤0.01%
14
258
$1K ﹤0.01%
50
259
$1K ﹤0.01%
18
260
$1K ﹤0.01%
23
261
$1K ﹤0.01%
37
262
– –
0
263
$0 ﹤0.01%
+3
264
$0 ﹤0.01%
31
265
$0 ﹤0.01%
7
266
$0 ﹤0.01%
4
267
– –
-120
268
$0 ﹤0.01%
+20
269
– –
-24
270
– –
-100
271
– –
-3,652
272
– –
-7,785
273
$0 ﹤0.01%
10
274
– –
-33
275
– –
-41,904
8 9 10
11
12