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
$436M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
387
New
Increased
Reduced
Closed

Top Buys

1 +$2.21M
2 +$1.83M
3 +$1.54M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$1.27M
5
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$1.13M

Top Sells

1 +$310K
2 +$256K
3 +$160K
4
AAPL icon
Apple
AAPL
+$103K
5
JMUB icon
JPMorgan Municipal ETF
JMUB
+$78.7K

Sector Composition

1 Financials 4.39%
2 Technology 4.3%
3 Healthcare 2.98%
4 Industrials 2.54%
5 Consumer Discretionary 1.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
LIN icon
276
Linde
LIN
$230B
$4.46K ﹤0.01%
+9
VMBS icon
277
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.2B
$4.45K ﹤0.01%
+95
SMB icon
278
VanEck Short Muni ETF
SMB
$304M
$4.36K ﹤0.01%
+252
NANR icon
279
State Street SPDR S&P North American Natural Resources ETF
NANR
$774M
$3.95K ﹤0.01%
+47
FSLR icon
280
First Solar
FSLR
$33B
$3.94K ﹤0.01%
+20
MSI icon
281
Motorola Solutions
MSI
$66.9B
$3.91K ﹤0.01%
+9
TGT icon
282
Target
TGT
$57.7B
$3.88K ﹤0.01%
+32
CRM icon
283
Salesforce
CRM
$157B
$3.73K ﹤0.01%
+20
ETHE
284
Grayscale Ethereum Staking ETF Shares
ETHE
$1.64B
$3.5K ﹤0.01%
+205
COWZ icon
285
Pacer US Cash Cows 100 ETF
COWZ
$18.5B
$3.44K ﹤0.01%
+55
MCD icon
286
McDonald's
MCD
$198B
$3.42K ﹤0.01%
+11
GE icon
287
GE Aerospace
GE
$338B
$3.4K ﹤0.01%
+12
DOW icon
288
Dow Inc
DOW
$24.3B
$3.21K ﹤0.01%
+77
SCHX icon
289
Schwab US Large- Cap ETF
SCHX
$72.5B
$3.03K ﹤0.01%
+118
IWM icon
290
iShares Russell 2000 ETF
IWM
$78.3B
$2.98K ﹤0.01%
+12
IUSV icon
291
iShares Core S&P US Value ETF
IUSV
$26.1B
$2.96K ﹤0.01%
+29
SYK icon
292
Stryker
SYK
$117B
$2.96K ﹤0.01%
+9
XMMO icon
293
Invesco S&P MidCap Momentum ETF
XMMO
$7.43B
$2.9K ﹤0.01%
+20
NWG icon
294
NatWest
NWG
$63.9B
$2.82K ﹤0.01%
+189
E icon
295
ENI
E
$76.6B
$2.66K ﹤0.01%
+47
TTE icon
296
TotalEnergies
TTE
$194B
$2.64K ﹤0.01%
+29
BCS icon
297
Barclays
BCS
$83.1B
$2.62K ﹤0.01%
+124
BUD icon
298
AB InBev
BUD
$155B
$2.57K ﹤0.01%
+37
AVGO icon
299
Broadcom
AVGO
$2.12T
$2.48K ﹤0.01%
+8
ISRG icon
300
Intuitive Surgical
ISRG
$150B
$2.31K ﹤0.01%
+5