MWC

MBM Wealth Consultants Portfolio holdings

AUM $403M
1-Year Est. Return 13.03%
This Quarter Est. Return
1 Year Est. Return
+13.03%
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
+$3.11M
2
+$3.09M
3
+$1.01M
4
AZN icon
AstraZeneca
AZN
+$529K
5
MBB icon
iShares MBS ETF
MBB
+$478K

Top Sells

1
+$2.16M
2
+$1.69M
3
+$1.1M
4
ALXN
Alexion Pharmaceuticals
ALXN
+$535K
5
JNJ icon
Johnson & Johnson
JNJ
+$377K

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%
37
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+19
278
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29
279
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+197
280
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11
281
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13
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283
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50
284
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285
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287
$0 ﹤0.01%
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0
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$0 ﹤0.01%
+60
9 10 11
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