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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
$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
276
$1K ﹤0.01%
+197
277
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13
-1
278
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+10
279
$1K ﹤0.01%
50
280
$1K ﹤0.01%
+5
281
$1K ﹤0.01%
+12
282
$1K ﹤0.01%
23
283
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284
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285
$0 ﹤0.01%
4
286
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10
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288
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289
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290
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292
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293
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298
$0 ﹤0.01%
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299
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-3,192
300
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0
9 10 11
12
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